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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 | $45,372 | $53,774-15.6% | $134,162-66.2% | $79,856-43.2% |
| Participation rate | 93.2% | 58.8%+34.4pp | 72.2%+21.0pp | 69.6%+23.6pp |
| Annual return | -1.49% | 19.01%-20.5pp | 36.35%-37.8pp | 31.71%-33.2pp |
| Employer contribution / active EE | $1,716 | $1,322+29.9% | $3,705-53.7% | $2,471-30.6% |
| Participant deferral / active EE | $3,309 | $2,420+36.8% | $3,500-5.4% | $3,741-11.5% |
| Admin fee / account holder | $435 | $3,985-89.1% | $6,685-93.5% | $5,306-91.8% |