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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 | $42,580 | $58,848-27.6% | $88,179-51.7% | $82,637-48.5% |
| Participation rate | 95.5% | 57.9%+37.6pp | 69.1%+26.3pp | 68.1%+27.4pp |
| Annual return | 12.81% | 22.76%-9.9pp | 64.97%-52.2pp | 53.51%-40.7pp |
| Employer contribution / active EE | $3,183 | $1,678+89.6% | $2,549+24.9% | $2,552+24.7% |
| Participant deferral / active EE | $5,103 | $3,124+63.4% | $4,614+10.6% | $4,126+23.7% |
| Admin fee / account holder | $2,593 | $4,795-45.9% | $7,673-66.2% | $7,339-64.7% |