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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 | $26,167 | $75,541-65.4% | $152,093-82.8% | $82,637-68.3% |
| Participation rate | 96.8% | 66.5%+30.2pp | 77.8%+19.0pp | 68.1%+28.7pp |
| Annual return | 10.91% | 32.56%-21.6pp | 66.36%-55.4pp | 53.51%-42.6pp |
| Employer contribution / active EE | $1,765 | $2,622-32.7% | $4,175-57.7% | $2,552-30.8% |
| Participant deferral / active EE | $4,444 | $3,206+38.6% | $5,451-18.5% | $4,126+7.7% |
| Admin fee / account holder | $4,533 | $6,405-29.2% | $14,497-68.7% | $7,339-38.2% |