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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 | $52,724 | $86,294-38.9% | $111,303-52.6% | $85,856-38.6% |
| Participation rate | 92.7% | 73.3%+19.3pp | 77.3%+15.4pp | 69.3%+23.4pp |
| Annual return | 9.69% | 19.99%-10.3pp | 54.66%-45.0pp | 318.58%-308.9pp |
| Employer contribution / active EE | $976 | $2,043-52.3% | $2,731-64.3% | $2,565-62.0% |
| Participant deferral / active EE | $2,225 | $3,641-38.9% | $4,487-50.4% | $3,952-43.7% |
| Admin fee / account holder | $3,038 | $8,189-62.9% | $7,966-61.9% | $6,261-51.5% |