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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 | $77,814-64.8% | $158,223-82.7% | $86,983-68.5% |
| Participation rate | 96.2% | 68.4%+27.8pp | 79.2%+17.0pp | 69.5%+26.7pp |
| Annual return | 10.04% | 30.54%-20.5pp | 52.09%-42.1pp | 25.83%-15.8pp |
| Employer contribution / active EE | $1,858 | $2,592-28.3% | $4,109-54.8% | $2,584-28.1% |
| Participant deferral / active EE | $2,147 | $3,270-34.3% | $5,467-60.7% | $4,194-48.8% |
| Admin fee / account holder | $4,801 | $5,879-18.3% | $16,047-70.1% | $7,856-38.9% |