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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 | $76,407-64.1% | $150,298-81.8% | $82,448-66.8% |
| Participation rate | 96.2% | 66.4%+29.8pp | 77.8%+18.4pp | 68.1%+28.1pp |
| Annual return | 10.04% | 39.99%-30.0pp | 62.79%-52.8pp | 41.64%-31.6pp |
| Employer contribution / active EE | $1,858 | $2,614-28.9% | $4,154-55.3% | $2,551-27.2% |
| Participant deferral / active EE | $2,147 | $3,214-33.2% | $5,453-60.6% | $4,139-48.1% |
| Admin fee / account holder | $4,801 | $6,352-24.4% | $14,116-66.0% | $7,234-33.6% |