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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 | $82,133-65.3% | $147,318-80.7% | $64,097-55.6% |
| Participation rate | 93.3% | 62.3%+31.0pp | 82.1%+11.2pp | 55.2%+38.1pp |
| Annual return | 11.72% | 78.78%-67.1pp | 70.43%-58.7pp | 34.64%-22.9pp |
| Employer contribution / active EE | $1,864 | $2,872-35.1% | $4,593-59.4% | $1,891-1.4% |
| Participant deferral / active EE | $4,367 | $5,407-19.2% | $7,906-44.8% | $3,080+41.8% |
| Admin fee / account holder | $5,839 | $3,730+56.5% | $13,708-57.4% | $3,454+69.0% |