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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 | $50,420 | $48,078+4.9% | $78,676-35.9% | $62,881-19.8% |
| Participation rate | 85.7% | 65.2%+20.5pp | 73.6%+12.1pp | 69.3%+16.4pp |
| Annual return | -3.00% | 31.36%-34.4pp | 62.19%-65.2pp | 20.14%-23.1pp |
| Employer contribution / active EE | $1,938 | $2,015-3.8% | $2,850-32.0% | $2,281-15.1% |
| Participant deferral / active EE | $3,462 | $2,587+33.8% | $3,517-1.6% | $3,203+8.1% |
| Admin fee / account holder | $3,923 | $3,206+22.4% | $4,510-13.0% | $4,296-8.7% |