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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 | $37,510 | $117,829-68.2% | $102,423-63.4% | $145,877-74.3% |
| Participation rate | 81.3% | 78.6%+2.6pp | 76.5%+4.7pp | 80.3%+0.9pp |
| Annual return | 7.49% | 31.83%-24.3pp | 29.42%-21.9pp | 551.28%-543.8pp |
| Employer contribution / active EE | $2,195 | $3,615-39.3% | $3,023-27.4% | $4,663-52.9% |
| Participant deferral / active EE | $3,998 | $5,732-30.2% | $5,054-20.9% | $6,691-40.2% |
| Admin fee / account holder | $68,309 | $13,335+412.2% | $9,455+622.5% | $13,402+409.7% |