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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 | $44,947 | $48,078-6.5% | $78,676-42.9% | $62,881-28.5% |
| Participation rate | 72.0% | 65.2%+6.8pp | 73.6%-1.6pp | 69.3%+2.7pp |
| Annual return | 4.37% | 31.36%-27.0pp | 62.19%-57.8pp | 20.14%-15.8pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,931 | $2,587-25.4% | $3,517-45.1% | $3,203-39.7% |
| Admin fee / account holder | $3,795 | $3,206+18.4% | $4,510-15.8% | $4,296-11.7% |