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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 | $34,443 | $78,428-56.1% | $95,960-64.1% | $79,852-56.9% |
| Participation rate | 72.0% | 73.5%-1.5pp | 77.1%-5.1pp | 69.6%+2.4pp |
| Annual return | 8.70% | 19.37%-10.7pp | 91.63%-82.9pp | 31.72%-23.0pp |
| Employer contribution / active EE | $2,436 | $1,945+25.2% | $2,541-4.2% | $2,471-1.4% |
| Participant deferral / active EE | $6,428 | $3,440+86.9% | $4,167+54.3% | $3,740+71.9% |
| Admin fee / account holder | $3,985 | $5,622-29.1% | $6,797-41.4% | $5,306-24.9% |