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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 | $45,658 | $49,255-7.3% | $70,494-35.2% | $79,856-42.8% |
| Participation rate | 76.4% | 69.2%+7.2pp | 75.1%+1.3pp | 69.6%+6.7pp |
| Annual return | 5.61% | 30.10%-24.5pp | 109.16%-103.5pp | 31.71%-26.1pp |
| Employer contribution / active EE | $1,166 | $2,100-44.5% | $2,738-57.4% | $2,471-52.8% |
| Participant deferral / active EE | $2,459 | $2,768-11.2% | $3,711-33.7% | $3,741-34.3% |
| Admin fee / account holder | $4,387 | $2,879+52.4% | $3,848+14.0% | $5,306-17.3% |