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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 | $38,302 | $99,875-61.7% | $146,866-73.9% | $86,983-56.0% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.5%+13.5pp | 69.5%+26.5pp |
| Annual return | 13.35% | 28.10%-14.7pp | 102.85%-89.5pp | 25.83%-12.5pp |
| Employer contribution / active EE | $497 | $3,224-84.6% | $4,425-88.8% | $2,584-80.8% |
| Participant deferral / active EE | $3,097 | $6,322-51.0% | $7,759-60.1% | $4,194-26.2% |
| Admin fee / account holder | $3,332 | $7,838-57.5% | $13,620-75.5% | $7,856-57.6% |