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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 | $34,035 | $60,442-43.7% | $96,754-64.8% | $87,485-61.1% |
| Participation rate | 98.1% | 58.7%+39.4pp | 70.3%+27.8pp | 68.9%+29.2pp |
| Annual return | 13.33% | 21.97%-8.6pp | 82.04%-68.7pp | 26.06%-12.7pp |
| Employer contribution / active EE | $1,543 | $1,691-8.7% | $2,679-42.4% | $2,596-40.6% |
| Participant deferral / active EE | $2,573 | $3,280-21.6% | $4,758-45.9% | $4,274-39.8% |
| Admin fee / account holder | $5,591 | $5,069+10.3% | $8,905-37.2% | $7,775-28.1% |