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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 | $39,577 | $85,766-53.9% | $136,298-71.0% | $70,126-43.6% |
| Participation rate | 85.2% | 74.2%+11.0pp | 81.9%+3.3pp | 69.5%+15.6pp |
| Annual return | 13.81% | 31.46%-17.6pp | 5156.27%-5142.5pp | 73.15%-59.3pp |
| Employer contribution / active EE | $2,413 | $2,966-18.7% | $4,696-48.6% | $2,343+3.0% |
| Participant deferral / active EE | $4,084 | $5,051-19.1% | $6,247-34.6% | $3,332+22.6% |
| Admin fee / account holder | $2,576 | $5,421-52.5% | $9,244-72.1% | $4,645-44.5% |