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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 | $60,868 | $62,672-2.9% | $185,117-67.1% | $70,126-13.2% |
| Participation rate | 75.7% | 63.8%+11.9pp | 77.3%-1.6pp | 69.5%+6.1pp |
| Annual return | 9.17% | 40.79%-31.6pp | 40.50%-31.3pp | 73.15%-64.0pp |
| Employer contribution / active EE | $1,329 | $1,753-24.2% | $4,182-68.2% | $2,343-43.3% |
| Participant deferral / active EE | $3,082 | $3,272-5.8% | $5,045-38.9% | $3,332-7.5% |
| Admin fee / account holder | $5,334 | $3,932+35.7% | $8,159-34.6% | $4,645+14.8% |