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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 | $32,122 | $81,276-60.5% | $155,574-79.4% | $80,925-60.3% |
| Participation rate | 89.6% | 66.2%+23.3pp | 78.2%+11.4pp | 67.7%+21.9pp |
| Annual return | 6.21% | 33.36%-27.1pp | 64.87%-58.7pp | 35.65%-29.4pp |
| Employer contribution / active EE | $4,461 | $3,103+43.8% | $4,676-4.6% | $2,756+61.8% |
| Participant deferral / active EE | $2,612 | $3,453-24.4% | $5,629-53.6% | $4,299-39.2% |
| Admin fee / account holder | $1,749 | $7,993-78.1% | $15,914-89.0% | $6,940-74.8% |