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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 | $23,353 | $117,904-80.2% | $102,457-77.2% | $145,978-84.0% |
| Participation rate | 95.8% | 78.6%+17.2pp | 76.5%+19.3pp | 80.3%+15.5pp |
| Annual return | 6.83% | 31.80%-25.0pp | 29.41%-22.6pp | 550.52%-543.7pp |
| Employer contribution / active EE | $2,622 | $3,613-27.4% | $3,022-13.2% | $4,662-43.8% |
| Participant deferral / active EE | $6,806 | $5,733+18.7% | $5,054+34.6% | $6,690+1.7% |
| Admin fee / account holder | $19,055 | $13,329+43.0% | $9,451+101.6% | $13,400+42.2% |