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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 | $49,239-7.3% | $70,462-35.2% | $79,858-42.8% |
| Participation rate | 76.4% | 69.2%+7.2pp | 75.1%+1.3pp | 69.6%+6.8pp |
| Annual return | 5.61% | 30.08%-24.5pp | 109.08%-103.5pp | 31.72%-26.1pp |
| Employer contribution / active EE | $1,166 | $2,100-44.5% | $2,737-57.4% | $2,471-52.8% |
| Participant deferral / active EE | $2,459 | $2,769-11.2% | $3,710-33.7% | $3,740-34.3% |
| Admin fee / account holder | $4,387 | $2,876+52.5% | $3,845+14.1% | $5,306-17.3% |