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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 | $44,216 | $77,814-43.2% | $158,223-72.1% | $86,983-49.2% |
| Participation rate | 76.6% | 68.4%+8.2pp | 79.2%-2.6pp | 69.5%+7.1pp |
| Annual return | 10.97% | 30.54%-19.6pp | 52.09%-41.1pp | 25.83%-14.9pp |
| Employer contribution / active EE | $3,407 | $2,592+31.4% | $4,109-17.1% | $2,584+31.8% |
| Participant deferral / active EE | $4,573 | $3,270+39.9% | $5,467-16.4% | $4,194+9.0% |
| Admin fee / account holder | $1,373 | $5,879-76.6% | $16,047-91.4% | $7,856-82.5% |