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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 | $37,496 | $59,123-36.6% | $77,183-51.4% | $75,181-50.1% |
| Participation rate | 71.8% | 63.9%+7.9pp | 69.6%+2.2pp | 67.2%+4.6pp |
| Annual return | 7.95% | 26.72%-18.8pp | 37.89%-29.9pp | 160.69%-152.7pp |
| Employer contribution / active EE | $2,353 | $1,996+17.9% | $2,534-7.1% | $2,671-11.9% |
| Participant deferral / active EE | $2,439 | $2,999-18.7% | $3,833-36.4% | $4,126-40.9% |
| Admin fee / account holder | $1,199 | $4,776-74.9% | $5,475-78.1% | $5,650-78.8% |