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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 | $78,690-65.7% | $161,489-83.3% | $87,485-69.1% |
| Participation rate | 97.0% | 67.5%+29.5pp | 78.7%+18.3pp | 68.9%+28.0pp |
| Annual return | 12.12% | 32.74%-20.6pp | 89.72%-77.6pp | 26.06%-13.9pp |
| Employer contribution / active EE | $2,541 | $2,588-1.8% | $4,268-40.5% | $2,596-2.1% |
| Participant deferral / active EE | $3,902 | $3,311+17.9% | $5,630-30.7% | $4,274-8.7% |
| Admin fee / account holder | $4,856 | $6,724-27.8% | $16,006-69.7% | $7,775-37.5% |