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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 | $38,746 | $78,425-50.6% | $95,956-59.6% | $79,858-51.5% |
| Participation rate | 97.4% | 73.5%+23.9pp | 77.1%+20.4pp | 69.6%+27.8pp |
| Annual return | 7.01% | 19.37%-12.4pp | 91.63%-84.6pp | 31.72%-24.7pp |
| Employer contribution / active EE | $2,012 | $1,945+3.4% | $2,541-20.8% | $2,471-18.6% |
| Participant deferral / active EE | $2,122 | $3,440-38.3% | $4,167-49.1% | $3,740-43.3% |
| Admin fee / account holder | $6,423 | $5,622+14.2% | $6,797-5.5% | $5,306+21.0% |