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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 | $38,025 | $61,816-38.5% | $97,260-60.9% | $80,935-53.0% |
| Participation rate | 96.0% | 63.5%+32.5pp | 72.7%+23.3pp | 67.7%+28.3pp |
| Annual return | 7.98% | -558.73%+566.7pp | 75.54%-67.6pp | 35.66%-27.7pp |
| Employer contribution / active EE | $1,679 | $1,836-8.6% | $2,721-38.3% | $2,757-39.1% |
| Participant deferral / active EE | $3,178 | $3,027+5.0% | $4,262-25.4% | $4,299-26.1% |
| Admin fee / account holder | $1,104 | $5,166-78.6% | $5,640-80.4% | $6,924-84.1% |