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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 | $30,694 | $48,364-36.5% | $71,796-57.2% | $62,881-51.2% |
| Participation rate | 92.3% | 60.6%+31.7pp | 69.1%+23.2pp | 69.3%+23.0pp |
| Annual return | 1.98% | 13.16%-11.2pp | 78.04%-76.1pp | 20.14%-18.2pp |
| Employer contribution / active EE | $3,846 | $1,042+269.2% | $1,924+99.9% | $2,281+68.6% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $593 | $3,771-84.3% | $4,815-87.7% | $4,296-86.2% |