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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 | $93,452 | $89,364+4.6% | $141,177-33.8% | $72,983+28.0% |
| Participation rate | 78.7% | 75.1%+3.6pp | 82.5%-3.8pp | 69.5%+9.2pp |
| Annual return | 5.71% | 111.86%-106.1pp | 71.40%-65.7pp | 81.01%-75.3pp |
| Employer contribution / active EE | $1,865 | $3,115-40.1% | $4,736-60.6% | $2,440-23.6% |
| Participant deferral / active EE | $4,951 | $5,419-8.6% | $6,710-26.2% | $3,608+37.2% |
| Admin fee / account holder | $2,254 | $5,959-62.2% | $10,263-78.0% | $5,124-56.0% |