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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 | $34,056 | $81,276-58.1% | $155,574-78.1% | $80,925-57.9% |
| Participation rate | 96.9% | 66.2%+30.6pp | 78.2%+18.7pp | 67.7%+29.2pp |
| Annual return | 7.03% | 33.36%-26.3pp | 64.87%-57.8pp | 35.65%-28.6pp |
| Employer contribution / active EE | $2,893 | $3,103-6.8% | $4,676-38.1% | $2,756+5.0% |
| Participant deferral / active EE | $2,789 | $3,453-19.2% | $5,629-50.5% | $4,299-35.1% |
| Admin fee / account holder | $702 | $7,993-91.2% | $15,914-95.6% | $6,940-89.9% |