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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 | $48,284-55.2% | $67,524-67.9% | $80,911-73.2% |
| Participation rate | 98.6% | 66.4%+32.2pp | 72.9%+25.7pp | 67.6%+31.0pp |
| Annual return | 10.51% | 18.27%-7.8pp | 3519.41%-3508.9pp | 35.63%-25.1pp |
| Employer contribution / active EE | $1,833 | $2,021-9.3% | $2,734-33.0% | $2,756-33.5% |
| Participant deferral / active EE | $1,703 | $2,927-41.8% | $4,001-57.4% | $4,297-60.4% |
| Admin fee / account holder | $908 | $3,688-75.4% | $4,001-77.3% | $6,935-86.9% |