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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 | $19,858 | $77,638-74.4% | $156,551-87.3% | $62,881-68.4% |
| Participation rate | 88.9% | 71.2%+17.7pp | 84.0%+4.9pp | 69.3%+19.6pp |
| Annual return | 2.91% | 50.33%-47.4pp | 32.23%-29.3pp | 20.14%-17.2pp |
| Employer contribution / active EE | $1,108 | $3,444-67.8% | $5,501-79.9% | $2,281-51.4% |
| Participant deferral / active EE | $2,478 | $3,046-18.6% | $4,871-49.1% | $3,203-22.6% |
| Admin fee / account holder | $1,602 | $5,561-71.2% | $13,028-87.7% | $4,296-62.7% |