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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 | $28,538 | $58,888-51.5% | $178,498-84.0% | $73,493-61.2% |
| Participation rate | 76.5% | 66.2%+10.2pp | 81.9%-5.5pp | 70.7%+5.8pp |
| Annual return | 9.80% | 24.86%-15.1pp | 151.09%-141.3pp | 28.51%-18.7pp |
| Employer contribution / active EE | $1,367 | $2,236-38.9% | $5,011-72.7% | $2,270-39.8% |
| Participant deferral / active EE | $1,156 | $2,568-55.0% | $5,202-77.8% | $3,740-69.1% |
| Admin fee / account holder | $3,521 | $400+779.5% | $13,985-74.8% | $513+586.2% |