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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 | $22,547 | $48,364-53.4% | $71,796-68.6% | $62,881-64.1% |
| Participation rate | 86.3% | 60.6%+25.7pp | 69.1%+17.2pp | 69.3%+17.0pp |
| Annual return | 3.43% | 13.16%-9.7pp | 78.04%-74.6pp | 20.14%-16.7pp |
| Employer contribution / active EE | $490 | $1,042-53.0% | $1,924-74.5% | $2,281-78.5% |
| Participant deferral / active EE | $1,994 | $2,091-4.6% | $2,794-28.6% | $3,203-37.7% |
| Admin fee / account holder | $677 | $3,771-82.1% | $4,815-85.9% | $4,296-84.3% |