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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 | $37,851 | $77,814-51.4% | $158,223-76.1% | $86,983-56.5% |
| Participation rate | 81.8% | 68.4%+13.4pp | 79.2%+2.6pp | 69.5%+12.3pp |
| Annual return | 8.42% | 30.54%-22.1pp | 52.09%-43.7pp | 25.83%-17.4pp |
| Employer contribution / active EE | $2,588 | $2,592-0.1% | $4,109-37.0% | $2,584+0.2% |
| Participant deferral / active EE | $2,272 | $3,270-30.5% | $5,467-58.4% | $4,194-45.8% |
| Admin fee / account holder | $714 | $5,879-87.9% | $16,047-95.6% | $7,856-90.9% |