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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 | $41,692 | $71,230-41.5% | $93,727-55.5% | $80,959-48.5% |
| Participation rate | 96.0% | 60.4%+35.6pp | 68.7%+27.3pp | 67.7%+28.3pp |
| Annual return | 6.22% | 11.26%-5.0pp | 133.83%-127.6pp | 35.67%-29.5pp |
| Employer contribution / active EE | $7,218 | $1,565+361.1% | $2,421+198.1% | $2,757+161.8% |
| Participant deferral / active EE | $3,588 | $4,037-11.1% | $4,417-18.8% | $4,300-16.6% |
| Admin fee / account holder | $1,269 | $6,961-81.8% | $8,292-84.7% | $6,925-81.7% |