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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 | $42,486 | $78,690-46.0% | $161,489-73.7% | $87,485-51.4% |
| Participation rate | 74.7% | 67.5%+7.2pp | 78.7%-4.0pp | 68.9%+5.7pp |
| Annual return | 10.74% | 32.74%-22.0pp | 89.72%-79.0pp | 26.06%-15.3pp |
| Employer contribution / active EE | $2,415 | $2,588-6.7% | $4,268-43.4% | $2,596-7.0% |
| Participant deferral / active EE | $2,968 | $3,311-10.3% | $5,630-47.3% | $4,274-30.5% |
| Admin fee / account holder | $577 | $6,724-91.4% | $16,006-96.4% | $7,775-92.6% |