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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 | $22,847 | $96,508-76.3% | $75,901-69.9% | $152,897-85.1% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.3%+16.4pp | 82.5%+3.3pp |
| Annual return | 3.24% | 33.99%-30.8pp | 30.76%-27.5pp | 345.43%-342.2pp |
| Employer contribution / active EE | $5,150 | $3,310+55.6% | $2,501+105.9% | $4,764+8.1% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,149 | $8,081-36.3% | $5,420-5.0% | $11,599-55.6% |