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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 | $38,425 | $47,479-19.1% | $62,929-38.9% | $82,448-53.4% |
| Participation rate | 70.0% | 66.9%+3.1pp | 73.1%-3.1pp | 68.1%+1.9pp |
| Annual return | 9.14% | 20.34%-11.2pp | 1063.93%-1054.8pp | 41.64%-32.5pp |
| Employer contribution / active EE | $1,667 | $1,885-11.6% | $2,505-33.4% | $2,551-34.7% |
| Participant deferral / active EE | $1,931 | $2,870-32.7% | $3,888-50.3% | $4,139-53.3% |
| Admin fee / account holder | $833 | $3,804-78.1% | $5,065-83.6% | $7,234-88.5% |