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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 | $41,094 | $98,776-58.4% | $149,745-72.6% | $79,856-48.5% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.5%+14.6pp | 69.6%+27.4pp |
| Annual return | 11.78% | 27.38%-15.6pp | 276.72%-264.9pp | 31.71%-19.9pp |
| Employer contribution / active EE | $1,318 | $3,217-59.0% | $4,646-71.6% | $2,471-46.7% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,067 | $6,053-82.4% | $9,312-88.5% | $5,306-79.9% |