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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 | $21,646 | $48,327-55.2% | $67,575-68.0% | $80,935-73.3% |
| Participation rate | 98.6% | 66.4%+32.2pp | 72.9%+25.7pp | 67.7%+30.9pp |
| Annual return | 10.51% | 18.31%-7.8pp | 3528.98%-3518.5pp | 35.66%-25.2pp |
| Employer contribution / active EE | $1,833 | $2,022-9.4% | $2,736-33.0% | $2,757-33.5% |
| Participant deferral / active EE | $1,703 | $2,927-41.8% | $4,003-57.5% | $4,299-60.4% |
| Admin fee / account holder | $908 | $3,692-75.4% | $3,993-77.3% | $6,924-86.9% |