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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 | $26,545 | $81,331-67.4% | $155,534-82.9% | $80,935-67.2% |
| Participation rate | 95.9% | 66.3%+29.7pp | 78.2%+17.7pp | 67.7%+28.3pp |
| Annual return | 9.32% | 33.37%-24.1pp | 64.92%-55.6pp | 35.66%-26.3pp |
| Employer contribution / active EE | $2,996 | $3,105-3.5% | $4,675-35.9% | $2,757+8.7% |
| Participant deferral / active EE | $5,042 | $3,454+46.0% | $5,630-10.5% | $4,299+17.3% |
| Admin fee / account holder | $2,043 | $7,999-74.5% | $15,900-87.1% | $6,924-70.5% |