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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 | $49,930 | $55,902-10.7% | $76,030-34.3% | $80,959-38.3% |
| Participation rate | 75.9% | 62.1%+13.8pp | 69.1%+6.8pp | 67.7%+8.2pp |
| Annual return | 8.98% | 20.59%-11.6pp | 361.54%-352.6pp | 35.67%-26.7pp |
| Employer contribution / active EE | $2,332 | $1,867+24.9% | $2,688-13.2% | $2,757-15.4% |
| Participant deferral / active EE | $4,040 | $3,051+32.4% | $4,257-5.1% | $4,300-6.0% |
| Admin fee / account holder | $2,900 | $5,239-44.7% | $6,421-54.8% | $6,925-58.1% |