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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 | $63,982 | $78,428-18.4% | $95,960-33.3% | $79,852-19.9% |
| Participation rate | 83.7% | 73.5%+10.2pp | 77.1%+6.6pp | 69.6%+14.0pp |
| Annual return | 9.85% | 19.37%-9.5pp | 91.63%-81.8pp | 31.72%-21.9pp |
| Employer contribution / active EE | $476 | $1,945-75.5% | $2,541-81.3% | $2,471-80.7% |
| Participant deferral / active EE | $2,295 | $3,440-33.3% | $4,167-44.9% | $3,740-38.6% |
| Admin fee / account holder | $3,214 | $5,622-42.8% | $6,797-52.7% | $5,306-39.4% |