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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,985 | $76,407-62.1% | $150,298-80.7% | $82,448-64.8% |
| Participation rate | 82.1% | 66.4%+15.7pp | 77.8%+4.4pp | 68.1%+14.1pp |
| Annual return | 12.80% | 39.99%-27.2pp | 62.79%-50.0pp | 41.64%-28.8pp |
| Employer contribution / active EE | $1,629 | $2,614-37.7% | $4,154-60.8% | $2,551-36.1% |
| Participant deferral / active EE | $4,094 | $3,214+27.4% | $5,453-24.9% | $4,139-1.1% |
| Admin fee / account holder | $8,387 | $6,352+32.0% | $14,116-40.6% | $7,234+15.9% |