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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 | $34,453 | $51,638-33.3% | $68,368-49.6% | $82,448-58.2% |
| Participation rate | 77.5% | 63.6%+13.9pp | 73.8%+3.7pp | 68.1%+9.4pp |
| Annual return | 11.51% | 37.53%-26.0pp | 292.57%-281.1pp | 41.64%-30.1pp |
| Employer contribution / active EE | $2,367 | $2,047+15.7% | $2,649-10.6% | $2,551-7.2% |
| Participant deferral / active EE | $603 | $2,914-79.3% | $4,123-85.4% | $4,139-85.4% |
| Admin fee / account holder | $5,444 | $4,643+17.2% | $5,150+5.7% | $7,234-24.8% |