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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 | $17,615 | $52,580-66.5% | $71,671-75.4% | $70,126-74.9% |
| Participation rate | 96.7% | 60.9%+35.8pp | 68.7%+28.0pp | 69.5%+27.2pp |
| Annual return | 10.43% | 20.25%-9.8pp | 20.65%-10.2pp | 73.15%-62.7pp |
| Employer contribution / active EE | $5,911 | $1,616+265.8% | $2,460+140.3% | $2,343+152.3% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,542 | $3,653+24.3% | $5,558-18.3% | $4,645-2.2% |