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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 | $25,081 | $106,749-76.5% | $145,433-82.8% | $82,448-69.6% |
| Participation rate | 89.3% | 75.6%+13.6pp | 82.1%+7.2pp | 68.1%+21.2pp |
| Annual return | 12.21% | 27.59%-15.4pp | 66.58%-54.4pp | 41.64%-29.4pp |
| Employer contribution / active EE | $1,570 | $3,444-54.4% | $4,554-65.5% | $2,551-38.5% |
| Participant deferral / active EE | $5,483 | $6,519-15.9% | $7,897-30.6% | $4,139+32.5% |
| Admin fee / account holder | $956 | $8,390-88.6% | $13,129-92.7% | $7,234-86.8% |