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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 | $58,627-59.4% | $76,735-69.0% | $82,448-71.1% |
| Participation rate | 90.9% | 63.2%+27.7pp | 69.5%+21.4pp | 68.1%+22.8pp |
| Annual return | 11.94% | 39.10%-27.2pp | 29.77%-17.8pp | 41.64%-29.7pp |
| Employer contribution / active EE | $2,439 | $1,729+41.1% | $2,454-0.6% | $2,551-4.4% |
| Participant deferral / active EE | $4,831 | $3,134+54.2% | $4,088+18.2% | $4,139+16.7% |
| Admin fee / account holder | $2,937 | $5,323-44.8% | $7,189-59.2% | $7,234-59.4% |