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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 | $51,604 | $91,559-43.6% | $133,978-61.5% | $79,856-35.4% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.6%+5.4pp |
| Annual return | 5.45% | 61.85%-56.4pp | 45.10%-39.7pp | 31.71%-26.3pp |
| Employer contribution / active EE | $1,403 | $2,384-41.2% | $3,919-64.2% | $2,471-43.2% |
| Participant deferral / active EE | $3,459 | $3,734-7.4% | $5,047-31.5% | $3,741-7.5% |
| Admin fee / account holder | $7,217 | $6,321+14.2% | $8,930-19.2% | $5,306+36.0% |