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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 | $44,238 | $77,492-42.9% | $100,398-55.9% | $80,911-45.3% |
| Participation rate | 94.3% | 76.9%+17.3pp | 81.5%+12.8pp | 67.6%+26.6pp |
| Annual return | 11.09% | 37.23%-26.1pp | 49.32%-38.2pp | 35.63%-24.5pp |
| Employer contribution / active EE | $835 | $2,800-70.2% | $3,946-78.8% | $2,756-69.7% |
| Participant deferral / active EE | $5,709 | $6,817-16.3% | $8,084-29.4% | $4,297+32.9% |
| Admin fee / account holder | $9,374 | $5,892+59.1% | $7,893+18.8% | $6,935+35.2% |