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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 | $49,557 | $76,407-35.1% | $150,298-67.0% | $82,448-39.9% |
| Participation rate | 76.3% | 66.4%+9.9pp | 77.8%-1.4pp | 68.1%+8.2pp |
| Annual return | 12.19% | 39.99%-27.8pp | 62.79%-50.6pp | 41.64%-29.5pp |
| Employer contribution / active EE | $714 | $2,614-72.7% | $4,154-82.8% | $2,551-72.0% |
| Participant deferral / active EE | $4,438 | $3,214+38.1% | $5,453-18.6% | $4,139+7.2% |
| Admin fee / account holder | $9,601 | $6,352+51.1% | $14,116-32.0% | $7,234+32.7% |