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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 | $32,011 | $70,684-54.7% | $169,397-81.1% | $75,177-57.4% |
| Participation rate | 88.1% | 64.8%+23.3pp | 77.2%+11.0pp | 67.2%+20.9pp |
| Annual return | 12.25% | 36.38%-24.1pp | 406.23%-394.0pp | 160.75%-148.5pp |
| Employer contribution / active EE | $1,604 | $2,211-27.5% | $4,013-60.0% | $2,671-39.9% |
| Participant deferral / active EE | $3,606 | $4,310-16.3% | $6,223-42.0% | $4,126-12.6% |
| Admin fee / account holder | $750 | $5,404-86.1% | $9,017-91.7% | $5,651-86.7% |