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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 | $40,008 | $48,570-17.6% | $130,660-69.4% | $72,976-45.2% |
| Participation rate | 95.3% | 58.6%+36.7pp | 71.7%+23.6pp | 69.5%+25.8pp |
| Annual return | 14.57% | 38.63%-24.1pp | 1709.29%-1694.7pp | 81.02%-66.4pp |
| Employer contribution / active EE | $1,160 | $1,334-13.1% | $4,092-71.7% | $2,440-52.5% |
| Participant deferral / active EE | $1,188 | $2,384-50.2% | $3,603-67.0% | $3,608-67.1% |
| Admin fee / account holder | $921 | $3,549-74.1% | $5,463-83.1% | $5,124-82.0% |