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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 | $32,573 | $98,760-67.0% | $149,715-78.2% | $79,858-59.2% |
| Participation rate | 87.1% | 75.8%+11.3pp | 82.5%+4.6pp | 69.6%+17.5pp |
| Annual return | 8.79% | 27.43%-18.6pp | 276.66%-267.9pp | 31.72%-22.9pp |
| Employer contribution / active EE | $954 | $3,217-70.3% | $4,645-79.5% | $2,471-61.4% |
| Participant deferral / active EE | $3,031 | $5,681-46.7% | $6,842-55.7% | $3,740-19.0% |
| Admin fee / account holder | $302 | $6,053-95.0% | $9,310-96.8% | $5,306-94.3% |