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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 | $28,469 | $88,360-67.8% | $145,433-80.4% | $67,986-58.1% |
| Participation rate | 93.3% | 65.5%+27.8pp | 82.1%+11.1pp | 57.2%+36.1pp |
| Annual return | 11.72% | 63.15%-51.4pp | 66.58%-54.9pp | 31.67%-19.9pp |
| Employer contribution / active EE | $1,864 | $3,054-39.0% | $4,554-59.1% | $2,019-7.6% |
| Participant deferral / active EE | $4,367 | $5,932-26.4% | $7,897-44.7% | $3,358+30.1% |
| Admin fee / account holder | $5,839 | $3,313+76.2% | $13,129-55.5% | $3,203+82.3% |