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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 | $35,964 | $76,407-52.9% | $150,298-76.1% | $82,448-56.4% |
| Participation rate | 92.7% | 66.4%+26.3pp | 77.8%+14.9pp | 68.1%+24.6pp |
| Annual return | 11.60% | 39.99%-28.4pp | 62.79%-51.2pp | 41.64%-30.0pp |
| Employer contribution / active EE | $2,504 | $2,614-4.2% | $4,154-39.7% | $2,551-1.9% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $666 | $6,352-89.5% | $14,116-95.3% | $7,234-90.8% |