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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 | $76,609 | $76,407+0.3% | $150,298-49.0% | $82,448-7.1% |
| Participation rate | 80.0% | 66.4%+13.6pp | 77.8%+2.2pp | 68.1%+11.9pp |
| Annual return | 10.67% | 39.99%-29.3pp | 62.79%-52.1pp | 41.64%-31.0pp |
| Employer contribution / active EE | $2,973 | $2,614+13.7% | $4,154-28.4% | $2,551+16.5% |
| Participant deferral / active EE | $5,742 | $3,214+78.6% | $5,453+5.3% | $4,139+38.7% |
| Admin fee / account holder | $420 | $6,352-93.4% | $14,116-97.0% | $7,234-94.2% |