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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 | $61,124 | $91,086-32.9% | $203,872-70.0% | $86,983-29.7% |
| Participation rate | 75.9% | 65.8%+10.0pp | 77.8%-1.9pp | 69.5%+6.3pp |
| Annual return | 9.66% | 22.30%-12.6pp | 85.11%-75.5pp | 25.83%-16.2pp |
| Employer contribution / active EE | $1,620 | $2,063-21.5% | $3,757-56.9% | $2,584-37.3% |
| Participant deferral / active EE | $2,804 | $4,019-30.2% | $6,388-56.1% | $4,194-33.1% |
| Admin fee / account holder | $3,745 | $8,987-58.3% | $11,730-68.1% | $7,856-52.3% |