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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 | $29,869 | $91,198-67.2% | $178,503-83.3% | $79,856-62.6% |
| Participation rate | 98.1% | 69.2%+28.9pp | 81.9%+16.2pp | 69.6%+28.5pp |
| Annual return | 7.92% | 24.20%-16.3pp | 151.12%-143.2pp | 31.71%-23.8pp |
| Employer contribution / active EE | $1,177 | $3,257-63.9% | $5,011-76.5% | $2,471-52.4% |
| Participant deferral / active EE | $2,270 | $3,237-29.9% | $5,202-56.4% | $3,741-39.3% |
| Admin fee / account holder | $1,351 | $6,748-80.0% | $13,987-90.3% | $5,306-74.5% |