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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 | $22,644 | $91,198-75.2% | $178,503-87.3% | $79,856-71.6% |
| Participation rate | 96.0% | 69.2%+26.8pp | 81.9%+14.1pp | 69.6%+26.4pp |
| Annual return | 6.39% | 24.20%-17.8pp | 151.12%-144.7pp | 31.71%-25.3pp |
| Employer contribution / active EE | $2,943 | $3,257-9.6% | $5,011-41.3% | $2,471+19.1% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $584 | $6,748-91.3% | $13,987-95.8% | $5,306-89.0% |