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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 | $33,771 | $88,672-61.9% | $105,223-67.9% | $82,448-59.0% |
| Participation rate | 88.0% | 67.9%+20.1pp | 75.0%+13.0pp | 68.1%+19.9pp |
| Annual return | 12.60% | 30.86%-18.3pp | 180.65%-168.0pp | 41.64%-29.0pp |
| Employer contribution / active EE | $2,690 | $3,048-11.8% | $3,689-27.1% | $2,551+5.4% |
| Participant deferral / active EE | $3,900 | $4,036-3.4% | $5,072-23.1% | $4,139-5.8% |
| Admin fee / account holder | $5,504 | $7,146-23.0% | $8,859-37.9% | $7,234-23.9% |