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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 | $37,092 | $107,421-65.5% | $182,262-79.6% | $94,015-60.5% |
| Participation rate | 88.2% | 77.8%+10.5pp | 84.2%+4.0pp | 70.8%+17.4pp |
| Annual return | 10.36% | 21.32%-11.0pp | 140.60%-130.2pp | 17.84%-7.5pp |
| Employer contribution / active EE | $2,935 | $3,448-14.9% | $5,046-41.8% | $2,790+5.2% |
| Participant deferral / active EE | $7,912 | $6,558+20.7% | $8,276-4.4% | $4,249+86.2% |
| Admin fee / account holder | $5,434 | $8,692-37.5% | $16,712-67.5% | $8,951-39.3% |