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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 | $16,363 | $85,169-80.8% | $172,755-90.5% | $72,983-77.6% |
| Participation rate | 76.5% | 70.1%+6.4pp | 82.6%-6.2pp | 69.5%+7.0pp |
| Annual return | 1.10% | 27.32%-26.2pp | 802.94%-801.8pp | 81.01%-79.9pp |
| Employer contribution / active EE | $877 | $3,324-73.6% | $5,144-82.9% | $2,440-64.0% |
| Participant deferral / active EE | $1,080 | $3,260-66.9% | $5,198-79.2% | $3,608-70.1% |
| Admin fee / account holder | $929 | $5,880-84.2% | $13,955-93.3% | $5,124-81.9% |