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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 | $117,846-80.2% | $102,434-77.2% | $145,884-84.0% |
| Participation rate | 95.8% | 78.6%+17.2pp | 76.5%+19.3pp | 80.3%+15.5pp |
| Annual return | 6.83% | 31.90%-25.1pp | 29.46%-22.6pp | 551.85%-545.0pp |
| Employer contribution / active EE | $2,622 | $3,615-27.5% | $3,023-13.3% | $4,662-43.8% |
| Participant deferral / active EE | $6,806 | $5,733+18.7% | $5,055+34.6% | $6,690+1.7% |
| Admin fee / account holder | $19,055 | $13,356+42.7% | $9,462+101.4% | $13,392+42.3% |