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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 | $31,760 | $88,672-64.2% | $105,223-69.8% | $82,448-61.5% |
| Participation rate | 72.5% | 67.9%+4.6pp | 75.0%-2.5pp | 68.1%+4.4pp |
| Annual return | 8.06% | 30.86%-22.8pp | 180.65%-172.6pp | 41.64%-33.6pp |
| Employer contribution / active EE | $1,604 | $3,048-47.4% | $3,689-56.5% | $2,551-37.1% |
| Participant deferral / active EE | $3,255 | $4,036-19.3% | $5,072-35.8% | $4,139-21.4% |
| Admin fee / account holder | $3,615 | $7,146-49.4% | $8,859-59.2% | $7,234-50.0% |