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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 | $54,851 | $72,492-24.3% | $87,104-37.0% | $72,975-24.8% |
| Participation rate | 71.9% | 72.8%-0.9pp | 76.9%-5.0pp | 69.5%+2.4pp |
| Annual return | 5.87% | 24.46%-18.6pp | 28.19%-22.3pp | 81.01%-75.1pp |
| Employer contribution / active EE | $1,990 | $1,894+5.1% | $2,521-21.1% | $2,440-18.5% |
| Participant deferral / active EE | $2,011 | $3,270-38.5% | $4,048-50.3% | $3,608-44.3% |
| Admin fee / account holder | $358 | $5,055-92.9% | $7,491-95.2% | $5,124-93.0% |