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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 | $45,903 | $42,772+7.3% | $87,502-47.5% | $55,167-16.8% |
| Participation rate | 84.1% | 66.5%+17.6pp | 73.8%+10.3pp | 69.0%+15.1pp |
| Annual return | 2.46% | 21.20%-18.7pp | 12.21%-9.7pp | 169.23%-166.8pp |
| Employer contribution / active EE | $1,449 | $1,277+13.5% | $2,550-43.2% | $1,963-26.2% |
| Participant deferral / active EE | $1,951 | $2,342-16.7% | $3,149-38.0% | $3,054-36.1% |
| Admin fee / account holder | $1,663 | $461+260.5% | $4,221-60.6% | $504+230.0% |