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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 | $33,469 | $95,406-64.9% | $185,849-82.0% | $85,847-61.0% |
| Participation rate | 96.4% | 68.8%+27.6pp | 81.7%+14.7pp | 69.3%+27.0pp |
| Annual return | 11.36% | 23.59%-12.2pp | 122.10%-110.7pp | 318.61%-307.2pp |
| Employer contribution / active EE | $1,255 | $3,314-62.1% | $5,169-75.7% | $2,565-51.1% |
| Participant deferral / active EE | $3,023 | $3,424-11.7% | $5,569-45.7% | $3,952-23.5% |
| Admin fee / account holder | $667 | $7,214-90.7% | $16,244-95.9% | $6,261-89.3% |