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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 | $20,343 | $53,128-61.7% | $86,582-76.5% | $70,126-71.0% |
| Participation rate | 91.3% | 65.3%+26.0pp | 73.5%+17.8pp | 69.5%+21.8pp |
| Annual return | 11.77% | 27.66%-15.9pp | 965.08%-953.3pp | 73.15%-61.4pp |
| Employer contribution / active EE | $1,299 | $2,068-37.2% | $2,839-54.3% | $2,343-44.5% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,576 | $3,584-0.2% | $4,904-27.1% | $4,645-23.0% |