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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 | $31,814 | $65,434-51.4% | $98,483-67.7% | $85,847-62.9% |
| Participation rate | 90.4% | 65.0%+25.4pp | 73.3%+17.1pp | 69.3%+21.1pp |
| Annual return | 11.38% | 21.75%-10.4pp | 1494.38%-1483.0pp | 318.61%-307.2pp |
| Employer contribution / active EE | $1,145 | $2,169-47.2% | $2,961-61.3% | $2,565-55.4% |
| Participant deferral / active EE | $1,733 | $3,168-45.3% | $4,276-59.5% | $3,952-56.1% |
| Admin fee / account holder | $3,462 | $4,595-24.7% | $5,953-41.8% | $6,261-44.7% |