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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 | $21,474 | $81,331-73.6% | $155,534-86.2% | $80,935-73.5% |
| Participation rate | 97.0% | 66.3%+30.7pp | 78.2%+18.8pp | 67.7%+29.3pp |
| Annual return | 10.01% | 33.37%-23.4pp | 64.92%-54.9pp | 35.66%-25.6pp |
| Employer contribution / active EE | $1,625 | $3,105-47.7% | $4,675-65.2% | $2,757-41.1% |
| Participant deferral / active EE | $4,423 | $3,454+28.0% | $5,630-21.5% | $4,299+2.9% |
| Admin fee / account holder | $694 | $7,999-91.3% | $15,900-95.6% | $6,924-90.0% |