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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 | $36,976 | $68,878-46.3% | $120,574-69.3% | $80,935-54.3% |
| Participation rate | 93.5% | 61.7%+31.9pp | 71.9%+21.6pp | 67.7%+25.9pp |
| Annual return | 9.03% | 23.67%-14.6pp | 107.42%-98.4pp | 35.66%-26.6pp |
| Employer contribution / active EE | $2,355 | $2,065+14.0% | $3,471-32.1% | $2,757-14.6% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,996-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,004 | $5,782-30.8% | $9,445-57.6% | $6,924-42.2% |