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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 | $21,572 | $52,279-58.7% | $89,435-75.9% | $79,856-73.0% |
| Participation rate | 88.9% | 57.5%+31.4pp | 68.0%+20.9pp | 69.6%+19.2pp |
| Annual return | 7.24% | 22.16%-14.9pp | 245.55%-238.3pp | 31.71%-24.5pp |
| Employer contribution / active EE | $1,217 | $1,572-22.6% | $2,587-53.0% | $2,471-50.8% |
| Participant deferral / active EE | $2,689 | $2,740-1.9% | $3,890-30.9% | $3,741-28.1% |
| Admin fee / account holder | $1,181 | $3,356-64.8% | $4,884-75.8% | $5,306-77.7% |