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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 | $40,062 | $78,690-49.1% | $161,489-75.2% | $87,485-54.2% |
| Participation rate | 87.9% | 67.5%+20.4pp | 78.7%+9.2pp | 68.9%+18.9pp |
| Annual return | 9.18% | 32.74%-23.6pp | 89.72%-80.5pp | 26.06%-16.9pp |
| Employer contribution / active EE | $4,640 | $2,588+79.3% | $4,268+8.7% | $2,596+78.7% |
| Participant deferral / active EE | $3,313 | $3,311+0.1% | $5,630-41.2% | $4,274-22.5% |
| Admin fee / account holder | $3,345 | $6,724-50.3% | $16,006-79.1% | $7,775-57.0% |