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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 | $44,330 | $48,053-7.7% | $84,628-47.6% | $72,975-39.3% |
| Participation rate | 97.9% | 57.6%+40.3pp | 68.2%+29.7pp | 69.5%+28.4pp |
| Annual return | 8.04% | 37.39%-29.3pp | 258.80%-250.8pp | 81.01%-73.0pp |
| Employer contribution / active EE | $3,260 | $1,602+103.5% | $2,653+22.9% | $2,440+33.6% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,900-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,034 | $3,395-40.1% | $4,914-58.6% | $5,124-60.3% |