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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 | $55,718 | $78,707-29.2% | $117,861-52.7% | $70,126-20.5% |
| Participation rate | 75.0% | 73.2%+1.8pp | 79.7%-4.7pp | 69.5%+5.5pp |
| Annual return | 12.34% | 23.30%-11.0pp | 335.11%-322.8pp | 73.15%-60.8pp |
| Employer contribution / active EE | $2,377 | $2,223+6.9% | $3,786-37.2% | $2,343+1.5% |
| Participant deferral / active EE | $1,646 | $3,297-50.1% | $4,482-63.3% | $3,332-50.6% |
| Admin fee / account holder | $817 | $5,066-83.9% | $8,021-89.8% | $4,645-82.4% |