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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 | $52,327 | $49,239+6.3% | $70,462-25.7% | $79,858-34.5% |
| Participation rate | 87.5% | 69.2%+18.3pp | 75.1%+12.4pp | 69.6%+17.9pp |
| Annual return | -0.06% | 30.08%-30.1pp | 109.08%-109.1pp | 31.72%-31.8pp |
| Employer contribution / active EE | $828 | $2,100-60.6% | $2,737-69.8% | $2,471-66.5% |
| Participant deferral / active EE | $3,151 | $2,769+13.8% | $3,710-15.1% | $3,740-15.8% |
| Admin fee / account holder | $1,251 | $2,876-56.5% | $3,845-67.5% | $5,306-76.4% |