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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 | $58,887 | $65,027-9.4% | $90,970-35.3% | $79,852-26.3% |
| Participation rate | 76.5% | 61.6%+14.9pp | 69.0%+7.5pp | 69.6%+6.8pp |
| Annual return | 5.44% | 30.45%-25.0pp | 134.58%-129.1pp | 31.72%-26.3pp |
| Employer contribution / active EE | $1,601 | $1,247+28.4% | $2,122-24.6% | $2,471-35.2% |
| Participant deferral / active EE | $2,761 | $2,512+9.9% | $3,373-18.2% | $3,740-26.2% |
| Admin fee / account holder | $6,054 | $4,535+33.5% | $5,960+1.6% | $5,306+14.1% |