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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 | $36,236 | $48,011-24.5% | $63,803-43.2% | $82,637-56.2% |
| Participation rate | 94.7% | 66.6%+28.2pp | 72.7%+22.0pp | 68.1%+26.7pp |
| Annual return | 10.94% | 19.84%-8.9pp | 543.72%-532.8pp | 53.51%-42.6pp |
| Employer contribution / active EE | $2,007 | $1,904+5.5% | $2,532-20.7% | $2,552-21.3% |
| Participant deferral / active EE | $3,088 | $2,846+8.5% | $3,843-19.6% | $4,126-25.2% |
| Admin fee / account holder | $1,750 | $3,873-54.8% | $5,196-66.3% | $7,339-76.2% |