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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 | $33,233 | $88,672-62.5% | $105,223-68.4% | $82,448-59.7% |
| Participation rate | 98.1% | 67.9%+30.2pp | 75.0%+23.1pp | 68.1%+30.0pp |
| Annual return | 12.68% | 30.86%-18.2pp | 180.65%-168.0pp | 41.64%-29.0pp |
| Employer contribution / active EE | $5,718 | $3,048+87.6% | $3,689+55.0% | $2,551+124.2% |
| Participant deferral / active EE | $3,831 | $4,036-5.1% | $5,072-24.5% | $4,139-7.4% |
| Admin fee / account holder | $3,885 | $7,146-45.6% | $8,859-56.1% | $7,234-46.3% |