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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 | $31,624 | $81,276-61.1% | $155,574-79.7% | $80,925-60.9% |
| Participation rate | 81.1% | 66.2%+14.8pp | 78.2%+2.9pp | 67.7%+13.4pp |
| Annual return | 6.64% | 33.36%-26.7pp | 64.87%-58.2pp | 35.65%-29.0pp |
| Employer contribution / active EE | $1,695 | $3,103-45.4% | $4,676-63.8% | $2,756-38.5% |
| Participant deferral / active EE | $2,629 | $3,453-23.9% | $5,629-53.3% | $4,299-38.9% |
| Admin fee / account holder | $7,724 | $7,993-3.4% | $15,914-51.5% | $6,940+11.3% |