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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 | $38,498 | $53,128-27.5% | $86,582-55.5% | $70,126-45.1% |
| Participation rate | 98.1% | 65.3%+32.8pp | 73.5%+24.6pp | 69.5%+28.6pp |
| Annual return | 11.53% | 27.66%-16.1pp | 965.08%-953.6pp | 73.15%-61.6pp |
| Employer contribution / active EE | $1,550 | $2,068-25.1% | $2,839-45.4% | $2,343-33.8% |
| Participant deferral / active EE | $1,903 | $2,695-29.4% | $3,609-47.3% | $3,332-42.9% |
| Admin fee / account holder | $6,886 | $3,584+92.1% | $4,904+40.4% | $4,645+48.2% |