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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 | $10,120 | $51,638-80.4% | $68,368-85.2% | $82,448-87.7% |
| Participation rate | 93.0% | 63.6%+29.3pp | 73.8%+19.2pp | 68.1%+24.9pp |
| Annual return | 10.36% | 37.53%-27.2pp | 292.57%-282.2pp | 41.64%-31.3pp |
| Employer contribution / active EE | $1,227 | $2,047-40.0% | $2,649-53.7% | $2,551-51.9% |
| Participant deferral / active EE | $3,580 | $2,914+22.9% | $4,123-13.2% | $4,139-13.5% |
| Admin fee / account holder | $1,495 | $4,643-67.8% | $5,150-71.0% | $7,234-79.3% |