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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 | $46,351 | $71,215-34.9% | $93,696-50.5% | $80,935-42.7% |
| Participation rate | 81.3% | 60.4%+20.8pp | 68.7%+12.5pp | 67.7%+13.6pp |
| Annual return | 5.41% | 11.27%-5.9pp | 133.74%-128.3pp | 35.66%-30.3pp |
| Employer contribution / active EE | $2,345 | $1,565+49.8% | $2,422-3.2% | $2,757-14.9% |
| Participant deferral / active EE | $3,547 | $4,037-12.1% | $4,417-19.7% | $4,299-17.5% |
| Admin fee / account holder | $4,564 | $6,958-34.4% | $8,287-44.9% | $6,924-34.1% |