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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 | $25,926 | $45,050-42.5% | $63,018-58.9% | $70,126-63.0% |
| Participation rate | 77.1% | 69.5%+7.6pp | 74.8%+2.3pp | 69.5%+7.5pp |
| Annual return | 9.11% | 18.76%-9.7pp | 87.62%-78.5pp | 73.15%-64.0pp |
| Employer contribution / active EE | $2,354 | $2,052+14.7% | $2,761-14.7% | $2,343+0.5% |
| Participant deferral / active EE | $934 | $2,466-62.1% | $3,330-71.9% | $3,332-72.0% |
| Admin fee / account holder | $2,692 | $2,834-5.0% | $3,601-25.2% | $4,645-42.1% |