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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 | $28,244 | $89,367-68.4% | $141,191-80.0% | $72,975-61.3% |
| Participation rate | 90.6% | 75.1%+15.5pp | 82.5%+8.2pp | 69.5%+21.1pp |
| Annual return | 6.78% | 111.87%-105.1pp | 71.41%-64.6pp | 81.01%-74.2pp |
| Employer contribution / active EE | $1,758 | $3,115-43.5% | $4,736-62.9% | $2,440-27.9% |
| Participant deferral / active EE | $2,583 | $5,419-52.3% | $6,710-61.5% | $3,608-28.4% |
| Admin fee / account holder | $427 | $5,957-92.8% | $10,264-95.8% | $5,124-91.7% |