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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 | $81,233-58.1% | $155,567-78.1% | $80,874-57.9% |
| Participation rate | 96.9% | 66.2%+30.6pp | 78.2%+18.7pp | 67.6%+29.2pp |
| Annual return | 7.03% | 33.33%-26.3pp | 64.74%-57.7pp | 35.62%-28.6pp |
| Employer contribution / active EE | $2,893 | $3,101-6.7% | $4,674-38.1% | $2,756+5.0% |
| Participant deferral / active EE | $2,789 | $3,452-19.2% | $5,628-50.4% | $4,297-35.1% |
| Admin fee / account holder | $702 | $7,998-91.2% | $15,916-95.6% | $6,935-89.9% |