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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 | $30,088 | $77,164-61.0% | $178,014-83.1% | $80,874-62.8% |
| Participation rate | 81.9% | 65.7%+16.2pp | 77.1%+4.9pp | 67.6%+14.3pp |
| Annual return | 9.39% | 18.09%-8.7pp | 294.80%-285.4pp | 35.62%-26.2pp |
| Employer contribution / active EE | $1,534 | $2,288-32.9% | $3,950-61.2% | $2,756-44.3% |
| Participant deferral / active EE | $3,100 | $4,408-29.7% | $6,276-50.6% | $4,297-27.9% |
| Admin fee / account holder | $7,132 | $7,164-0.5% | $10,362-31.2% | $6,935+2.8% |