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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 | $37,538 | $124,330-69.8% | $109,173-65.6% | $167,536-77.6% |
| Participation rate | 88.2% | 79.5%+8.8pp | 75.9%+12.4pp | 82.1%+6.1pp |
| Annual return | 7.67% | 26.04%-18.4pp | 25.75%-18.1pp | 478.82%-471.1pp |
| Employer contribution / active EE | $2,043 | $4,209-51.5% | $3,723-45.1% | $4,839-57.8% |
| Participant deferral / active EE | $4,287 | $5,256-18.4% | $4,654-7.9% | $6,342-32.4% |
| Admin fee / account holder | $12,260 | $7,974+53.7% | $6,755+81.5% | $12,315-0.4% |