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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 | $38,370 | $78,690-51.2% | $161,489-76.2% | $87,485-56.1% |
| Participation rate | 97.4% | 67.5%+30.0pp | 78.7%+18.7pp | 68.9%+28.5pp |
| Annual return | 9.88% | 32.74%-22.9pp | 89.72%-79.8pp | 26.06%-16.2pp |
| Employer contribution / active EE | $3,578 | $2,588+38.2% | $4,268-16.2% | $2,596+37.8% |
| Participant deferral / active EE | $1,614 | $3,311-51.3% | $5,630-71.3% | $4,274-62.2% |
| Admin fee / account holder | $4,694 | $6,724-30.2% | $16,006-70.7% | $7,775-39.6% |