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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 | $30,103 | $23,330+29.0% | $64,489-53.3% | $82,448-63.5% |
| Participation rate | 89.5% | 68.3%+21.2pp | 67.7%+21.8pp | 68.1%+21.4pp |
| Annual return | 14.16% | 83.66%-69.5pp | 55.03%-40.9pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,410 | $824+71.0% | $1,523-7.4% | $2,551-44.7% |
| Participant deferral / active EE | $3,188 | $1,707+86.7% | $2,778+14.7% | $4,139-23.0% |
| Admin fee / account holder | $1,187 | $2,946-59.7% | $4,260-72.1% | $7,234-83.6% |