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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 | $71,208-34.9% | $93,681-50.5% | $80,911-42.7% |
| Participation rate | 81.3% | 60.4%+20.9pp | 68.7%+12.5pp | 67.6%+13.6pp |
| Annual return | 5.41% | 11.27%-5.9pp | 133.47%-128.1pp | 35.63%-30.2pp |
| Employer contribution / active EE | $2,345 | $1,564+49.9% | $2,422-3.2% | $2,756-14.9% |
| Participant deferral / active EE | $3,547 | $4,035-12.1% | $4,415-19.7% | $4,297-17.5% |
| Admin fee / account holder | $4,564 | $6,951-34.3% | $8,290-44.9% | $6,935-34.2% |