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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 | $40,431 | $61,125-33.9% | $94,057-57.0% | $87,485-53.8% |
| Participation rate | 70.7% | 64.1%+6.7pp | 73.3%-2.6pp | 68.9%+1.8pp |
| Annual return | 12.30% | 35.20%-22.9pp | 480.62%-468.3pp | 26.06%-13.8pp |
| Employer contribution / active EE | $731 | $2,136-65.8% | $2,933-75.1% | $2,596-71.8% |
| Participant deferral / active EE | $2,411 | $3,260-26.0% | $4,709-48.8% | $4,274-43.6% |
| Admin fee / account holder | $1,224 | $5,629-78.2% | $7,244-83.1% | $7,775-84.3% |