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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 | $45,585 | $78,423-41.9% | $95,964-52.5% | $79,856-42.9% |
| Participation rate | 79.3% | 73.5%+5.8pp | 77.1%+2.2pp | 69.6%+9.7pp |
| Annual return | 5.29% | 19.37%-14.1pp | 91.64%-86.3pp | 31.71%-26.4pp |
| Employer contribution / active EE | $796 | $1,945-59.1% | $2,541-68.7% | $2,471-67.8% |
| Participant deferral / active EE | $2,442 | $3,440-29.0% | $4,167-41.4% | $3,741-34.7% |
| Admin fee / account holder | $1,818 | $5,622-67.7% | $6,797-73.3% | $5,306-65.7% |