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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 | $47,587 | $68,097-30.1% | $62,929-24.4% | $137,256-65.3% |
| Participation rate | 91.3% | 77.4%+13.9pp | 73.1%+18.2pp | 80.0%+11.3pp |
| Annual return | 2.87% | 1859.11%-1856.2pp | 1063.93%-1061.1pp | 220.34%-217.5pp |
| Employer contribution / active EE | $840 | $2,811-70.1% | $2,505-66.5% | $4,156-79.8% |
| Participant deferral / active EE | $4,287 | $4,553-5.8% | $3,888+10.3% | $6,407-33.1% |
| Admin fee / account holder | $1,383 | $6,521-78.8% | $5,065-72.7% | $12,270-88.7% |