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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 | $27,401 | $78,690-65.2% | $161,489-83.0% | $87,485-68.7% |
| Participation rate | 96.2% | 67.5%+28.7pp | 78.7%+17.5pp | 68.9%+27.3pp |
| Annual return | 10.04% | 32.74%-22.7pp | 89.72%-79.7pp | 26.06%-16.0pp |
| Employer contribution / active EE | $1,858 | $2,588-28.2% | $4,268-56.5% | $2,596-28.4% |
| Participant deferral / active EE | $2,147 | $3,311-35.2% | $5,630-61.9% | $4,274-49.8% |
| Admin fee / account holder | $4,801 | $6,724-28.6% | $16,006-70.0% | $7,775-38.2% |