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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 | $44,503 | $95,406-53.4% | $185,849-76.1% | $85,847-48.2% |
| Participation rate | 78.6% | 68.8%+9.8pp | 81.7%-3.1pp | 69.3%+9.3pp |
| Annual return | 8.95% | 23.59%-14.6pp | 122.10%-113.1pp | 318.61%-309.7pp |
| Employer contribution / active EE | $2,218 | $3,314-33.1% | $5,169-57.1% | $2,565-13.5% |
| Participant deferral / active EE | $2,377 | $3,424-30.6% | $5,569-57.3% | $3,952-39.8% |
| Admin fee / account holder | $7,068 | $7,214-2.0% | $16,244-56.5% | $6,261+12.9% |