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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 | $10,533 | $51,638-79.6% | $68,368-84.6% | $82,448-87.2% |
| Participation rate | 84.7% | 63.6%+21.1pp | 73.8%+11.0pp | 68.1%+16.7pp |
| Annual return | 11.09% | 37.53%-26.4pp | 292.57%-281.5pp | 41.64%-30.6pp |
| Employer contribution / active EE | $567 | $2,047-72.3% | $2,649-78.6% | $2,551-77.8% |
| Participant deferral / active EE | $1,575 | $2,914-45.9% | $4,123-61.8% | $4,139-62.0% |
| Admin fee / account holder | $1,409 | $4,643-69.7% | $5,150-72.6% | $7,234-80.5% |