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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 | $38,522 | $65,378-41.1% | $87,103-55.8% | $65,186-40.9% |
| Participation rate | 96.2% | 75.3%+20.8pp | 76.9%+19.3pp | 70.2%+26.0pp |
| Annual return | 17.31% | 31.28%-14.0pp | 28.19%-10.9pp | 29.39%-12.1pp |
| Employer contribution / active EE | $5,196 | $1,823+185.1% | $2,521+106.1% | $2,177+138.7% |
| Participant deferral / active EE | $2,793 | $3,389-17.6% | $4,049-31.0% | $3,514-20.5% |
| Admin fee / account holder | $2,223 | $520+327.6% | $7,491-70.3% | $847+162.4% |