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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 | $23,822 | $59,440-59.9% | $78,004-69.5% | $82,637-71.2% |
| Participation rate | 90.9% | 62.8%+28.1pp | 69.4%+21.5pp | 68.1%+22.9pp |
| Annual return | 11.94% | 40.24%-28.3pp | 31.07%-19.1pp | 53.51%-41.6pp |
| Employer contribution / active EE | $2,439 | $1,750+39.4% | $2,469-1.2% | $2,552-4.4% |
| Participant deferral / active EE | $4,831 | $3,138+53.9% | $4,092+18.1% | $4,126+17.1% |
| Admin fee / account holder | $2,937 | $5,504-46.6% | $7,578-61.2% | $7,339-60.0% |