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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 | $27,019 | $76,407-64.6% | $150,298-82.0% | $82,448-67.2% |
| Participation rate | 97.0% | 66.4%+30.6pp | 77.8%+19.2pp | 68.1%+28.9pp |
| Annual return | 12.12% | 39.99%-27.9pp | 62.79%-50.7pp | 41.64%-29.5pp |
| Employer contribution / active EE | $2,541 | $2,614-2.8% | $4,154-38.8% | $2,551-0.4% |
| Participant deferral / active EE | $3,902 | $3,214+21.4% | $5,453-28.4% | $4,139-5.7% |
| Admin fee / account holder | $4,856 | $6,352-23.6% | $14,116-65.6% | $7,234-32.9% |