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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 | $27,565 | $25,014+10.2% | $69,611-60.4% | $80,925-65.9% |
| Participation rate | 73.3% | 64.2%+9.1pp | 66.4%+6.9pp | 67.7%+5.7pp |
| Annual return | 9.34% | 19.08%-9.7pp | 101.14%-91.8pp | 35.65%-26.3pp |
| Employer contribution / active EE | $1,655 | $991+66.9% | $1,709-3.2% | $2,756-40.0% |
| Participant deferral / active EE | $2,879 | $1,840+56.5% | $2,891-0.4% | $4,299-33.0% |
| Admin fee / account holder | $3,851 | $2,491+54.6% | $4,696-18.0% | $6,940-44.5% |