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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 | $46,343 | $99,875-53.6% | $146,866-68.4% | $86,983-46.7% |
| Participation rate | 73.3% | 75.8%-2.5pp | 82.5%-9.2pp | 69.5%+3.8pp |
| Annual return | 13.25% | 28.10%-14.8pp | 102.85%-89.6pp | 25.83%-12.6pp |
| Employer contribution / active EE | $1,935 | $3,224-40.0% | $4,425-56.3% | $2,584-25.1% |
| Participant deferral / active EE | $3,850 | $6,322-39.1% | $7,759-50.4% | $4,194-8.2% |
| Admin fee / account holder | $3,133 | $7,838-60.0% | $13,620-77.0% | $7,856-60.1% |