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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 | $48,130 | $48,327-0.4% | $67,575-28.8% | $80,935-40.5% |
| Participation rate | 94.9% | 66.4%+28.5pp | 72.9%+22.0pp | 67.7%+27.2pp |
| Annual return | 9.77% | 18.31%-8.5pp | 3528.98%-3519.2pp | 35.66%-25.9pp |
| Employer contribution / active EE | $1,970 | $2,022-2.6% | $2,736-28.0% | $2,757-28.5% |
| Participant deferral / active EE | $2,125 | $2,927-27.4% | $4,003-46.9% | $4,299-50.6% |
| Admin fee / account holder | $1,724 | $3,692-53.3% | $3,993-56.8% | $6,924-75.1% |