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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 | $52,882 | $106,864-50.5% | $147,318-64.1% | $82,637-36.0% |
| Participation rate | 93.1% | 75.5%+17.6pp | 82.1%+11.0pp | 68.1%+25.0pp |
| Annual return | 11.23% | 27.49%-16.3pp | 70.43%-59.2pp | 53.51%-42.3pp |
| Employer contribution / active EE | $2,213 | $3,417-35.2% | $4,593-51.8% | $2,552-13.3% |
| Participant deferral / active EE | $4,052 | $6,496-37.6% | $7,906-48.8% | $4,126-1.8% |
| Admin fee / account holder | $30,510 | $8,415+262.6% | $13,708+122.6% | $7,339+315.7% |