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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 | $44,071 | $48,314-8.8% | $67,561-34.8% | $80,925-45.5% |
| Participation rate | 80.0% | 66.4%+13.6pp | 72.9%+7.1pp | 67.7%+12.3pp |
| Annual return | 4.61% | 18.28%-13.7pp | 3525.44%-3520.8pp | 35.65%-31.0pp |
| Employer contribution / active EE | $840 | $2,022-58.4% | $2,735-69.3% | $2,756-69.5% |
| Participant deferral / active EE | $4,598 | $2,927+57.1% | $4,003+14.9% | $4,299+7.0% |
| Admin fee / account holder | $1,349 | $3,690-63.4% | $4,006-66.3% | $6,940-80.6% |