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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 | $27,246 | $84,236-67.7% | $170,439-84.0% | $70,124-61.1% |
| Participation rate | 98.5% | 70.8%+27.7pp | 83.6%+14.9pp | 69.5%+28.9pp |
| Annual return | 11.07% | 23.06%-12.0pp | 205.94%-194.9pp | 73.14%-62.1pp |
| Employer contribution / active EE | $2,436 | $3,387-28.1% | $5,433-55.2% | $2,342+4.0% |
| Participant deferral / active EE | $1,915 | $3,086-37.9% | $4,939-61.2% | $3,332-42.5% |
| Admin fee / account holder | $8,472 | $5,698+48.7% | $13,881-39.0% | $4,645+82.4% |