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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 | $71,563 | $78,423-8.7% | $95,964-25.4% | $79,856-10.4% |
| Participation rate | 73.1% | 73.5%-0.4pp | 77.1%-4.0pp | 69.6%+3.4pp |
| Annual return | 9.36% | 19.37%-10.0pp | 91.64%-82.3pp | 31.71%-22.4pp |
| Employer contribution / active EE | $1,497 | $1,945-23.0% | $2,541-41.1% | $2,471-39.4% |
| Participant deferral / active EE | $5,910 | $3,440+71.8% | $4,167+41.8% | $3,741+58.0% |
| Admin fee / account holder | $3,561 | $5,622-36.7% | $6,797-47.6% | $5,306-32.9% |