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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 | $26,916 | $91,167-70.5% | $178,498-84.9% | $79,858-66.3% |
| Participation rate | 95.8% | 69.2%+26.6pp | 81.9%+13.8pp | 69.6%+26.1pp |
| Annual return | 9.69% | 24.19%-14.5pp | 151.09%-141.4pp | 31.72%-22.0pp |
| Employer contribution / active EE | $2,539 | $3,255-22.0% | $5,011-49.3% | $2,471+2.8% |
| Participant deferral / active EE | $1,378 | $3,236-57.4% | $5,202-73.5% | $3,740-63.2% |
| Admin fee / account holder | $999 | $6,747-85.2% | $13,985-92.9% | $5,306-81.2% |