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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 | $42,812 | $102,422-58.2% | $147,117-70.9% | $80,959-47.1% |
| Participation rate | 82.8% | 75.9%+6.9pp | 82.2%+0.6pp | 67.7%+15.1pp |
| Annual return | 10.98% | 135.16%-124.2pp | 420.54%-409.6pp | 35.67%-24.7pp |
| Employer contribution / active EE | $2,382 | $3,717-35.9% | $4,932-51.7% | $2,757-13.6% |
| Participant deferral / active EE | $7,209 | $6,652+8.4% | $8,065-10.6% | $4,300+67.6% |
| Admin fee / account holder | $1,579 | $7,953-80.2% | $12,993-87.9% | $6,925-77.2% |