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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 | $24,132 | $77,416-68.8% | $69,464-65.3% | $152,897-84.2% |
| Participation rate | 94.4% | 78.1%+16.4pp | 74.6%+19.8pp | 82.5%+12.0pp |
| Annual return | 1.14% | 39.08%-37.9pp | 28.98%-27.8pp | 345.43%-344.3pp |
| Employer contribution / active EE | $1,235 | $3,315-62.7% | $2,779-55.6% | $4,764-74.1% |
| Participant deferral / active EE | $2,723 | $4,413-38.3% | $3,536-23.0% | $5,851-53.5% |
| Admin fee / account holder | $553 | $6,208-91.1% | $3,840-85.6% | $11,599-95.2% |