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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 | $51,638-21.7% | $68,368-40.9% | $82,448-51.0% |
| Participation rate | 70.7% | 63.6%+7.1pp | 73.8%-3.0pp | 68.1%+2.7pp |
| Annual return | 12.30% | 37.53%-25.2pp | 292.57%-280.3pp | 41.64%-29.3pp |
| Employer contribution / active EE | $731 | $2,047-64.3% | $2,649-72.4% | $2,551-71.3% |
| Participant deferral / active EE | $2,411 | $2,914-17.2% | $4,123-41.5% | $4,139-41.7% |
| Admin fee / account holder | $1,224 | $4,643-73.6% | $5,150-76.2% | $7,234-83.1% |