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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 | $22,972 | $65,367-64.9% | $92,915-75.3% | $72,976-68.5% |
| Participation rate | 76.9% | 68.3%+8.6pp | 76.0%+0.9pp | 69.5%+7.4pp |
| Annual return | 14.93% | 42.11%-27.2pp | 109.45%-94.5pp | 81.02%-66.1pp |
| Employer contribution / active EE | $2,193 | $2,594-15.4% | $3,653-40.0% | $2,440-10.1% |
| Participant deferral / active EE | $4,011 | $3,128+28.2% | $4,238-5.4% | $3,608+11.2% |
| Admin fee / account holder | $6,731 | $4,251+58.3% | $5,796+16.1% | $5,124+31.4% |