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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 | $27,631 | $104,664-73.6% | $85,693-67.8% | $167,518-83.5% |
| Participation rate | 81.8% | 76.4%+5.5pp | 69.9%+12.0pp | 82.1%-0.3pp |
| Annual return | 9.04% | 21.45%-12.4pp | 21.49%-12.5pp | 478.71%-469.7pp |
| Employer contribution / active EE | $2,959 | $3,337-11.3% | $2,618+13.0% | $4,838-38.8% |
| Participant deferral / active EE | $4,606 | $4,824-4.5% | $3,923+17.4% | $6,342-27.4% |
| Admin fee / account holder | $1,070 | $10,032-89.3% | $6,874-84.4% | $12,312-91.3% |