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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 | $50,554-24.0% | $67,681-43.2% | $87,485-56.1% |
| Participation rate | 70.0% | 67.7%+2.3pp | 73.7%-3.7pp | 68.9%+1.1pp |
| Annual return | 9.14% | 17.81%-8.7pp | 590.58%-581.4pp | 26.06%-16.9pp |
| Employer contribution / active EE | $1,667 | $1,988-16.2% | $2,678-37.8% | $2,596-35.8% |
| Participant deferral / active EE | $1,931 | $2,961-34.8% | $3,976-51.4% | $4,274-54.8% |
| Admin fee / account holder | $833 | $4,132-79.8% | $6,100-86.3% | $7,775-89.3% |