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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 | $73,949 | $88,672-16.6% | $105,223-29.7% | $82,448-10.3% |
| Participation rate | 70.4% | 67.9%+2.4pp | 75.0%-4.7pp | 68.1%+2.3pp |
| Annual return | 7.08% | 30.86%-23.8pp | 180.65%-173.6pp | 41.64%-34.6pp |
| Employer contribution / active EE | $2,036 | $3,048-33.2% | $3,689-44.8% | $2,551-20.2% |
| Participant deferral / active EE | $2,883 | $4,036-28.6% | $5,072-43.2% | $4,139-30.3% |
| Admin fee / account holder | $5,699 | $7,146-20.2% | $8,859-35.7% | $7,234-21.2% |