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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 | $20,798 | $51,638-59.7% | $68,368-69.6% | $82,448-74.8% |
| Participation rate | 84.2% | 63.6%+20.6pp | 73.8%+10.5pp | 68.1%+16.1pp |
| Annual return | 10.53% | 37.53%-27.0pp | 292.57%-282.0pp | 41.64%-31.1pp |
| Employer contribution / active EE | $1,250 | $2,047-38.9% | $2,649-52.8% | $2,551-51.0% |
| Participant deferral / active EE | $1,656 | $2,914-43.2% | $4,123-59.8% | $4,139-60.0% |
| Admin fee / account holder | $1,622 | $4,643-65.1% | $5,150-68.5% | $7,234-77.6% |