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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 | $65,374 | $58,848+11.1% | $88,179-25.9% | $82,637-20.9% |
| Participation rate | 73.3% | 57.9%+15.4pp | 69.1%+4.2pp | 68.1%+5.3pp |
| Annual return | 13.41% | 22.76%-9.4pp | 64.97%-51.6pp | 53.51%-40.1pp |
| Employer contribution / active EE | $1,385 | $1,678-17.5% | $2,549-45.7% | $2,552-45.7% |
| Participant deferral / active EE | $4,390 | $3,124+40.5% | $4,614-4.9% | $4,126+6.4% |
| Admin fee / account holder | $1,443 | $4,795-69.9% | $7,673-81.2% | $7,339-80.3% |