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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 | $84,746 | $139,948-39.4% | $121,663-30.3% | $154,746-45.2% |
| Participation rate | 77.3% | 78.0%-0.7pp | 74.5%+2.8pp | 80.7%-3.4pp |
| Annual return | 5.22% | 230.52%-225.3pp | 147.54%-142.3pp | 172.34%-167.1pp |
| Employer contribution / active EE | $1,606 | $3,521-54.4% | $3,020-46.8% | $4,379-63.3% |
| Participant deferral / active EE | $3,789 | $5,629-32.7% | $4,887-22.5% | $6,730-43.7% |
| Admin fee / account holder | $2,309 | $17,321-86.7% | $14,289-83.8% | $14,365-83.9% |