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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 | $40,299 | $95,415-57.8% | $185,851-78.3% | $85,851-53.1% |
| Participation rate | 79.6% | 68.8%+10.9pp | 81.7%-2.1pp | 69.3%+10.3pp |
| Annual return | 10.65% | 23.59%-12.9pp | 122.11%-111.5pp | 318.63%-308.0pp |
| Employer contribution / active EE | $1,561 | $3,314-52.9% | $5,168-69.8% | $2,565-39.1% |
| Participant deferral / active EE | $2,088 | $3,424-39.0% | $5,569-62.5% | $3,952-47.2% |
| Admin fee / account holder | $1,389 | $7,215-80.8% | $16,245-91.5% | $6,261-77.8% |