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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 | $45,680 | $69,977-34.7% | $108,582-57.9% | $62,881-27.4% |
| Participation rate | 78.0% | 72.9%+5.1pp | 79.6%-1.6pp | 69.3%+8.7pp |
| Annual return | 4.43% | 10.73%-6.3pp | -51.70%+56.1pp | 20.14%-15.7pp |
| Employer contribution / active EE | $1,582 | $2,135-25.9% | $3,758-57.9% | $2,281-30.6% |
| Participant deferral / active EE | $2,385 | $3,165-24.6% | $4,311-44.7% | $3,203-25.5% |
| Admin fee / account holder | $8,137 | $5,076+60.3% | $7,645+6.4% | $4,296+89.4% |