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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 | $42,541 | $86,288-50.7% | $111,306-61.8% | $85,851-50.4% |
| Participation rate | 89.2% | 73.3%+15.9pp | 77.3%+11.9pp | 69.3%+19.9pp |
| Annual return | 4.83% | 19.99%-15.2pp | 54.67%-49.8pp | 318.63%-313.8pp |
| Employer contribution / active EE | $1,351 | $2,044-33.9% | $2,732-50.5% | $2,565-47.3% |
| Participant deferral / active EE | $2,718 | $3,641-25.3% | $4,488-39.4% | $3,952-31.2% |
| Admin fee / account holder | $1,919 | $8,189-76.6% | $7,966-75.9% | $6,261-69.4% |