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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 | $20,058 | $47,479-57.8% | $62,929-68.1% | $82,448-75.7% |
| Participation rate | 75.6% | 66.9%+8.7pp | 73.1%+2.5pp | 68.1%+7.5pp |
| Annual return | 10.13% | 20.34%-10.2pp | 1063.93%-1053.8pp | 41.64%-31.5pp |
| Employer contribution / active EE | $952 | $1,885-49.5% | $2,505-62.0% | $2,551-62.7% |
| Participant deferral / active EE | $1,578 | $2,870-45.0% | $3,888-59.4% | $4,139-61.9% |
| Admin fee / account holder | $4,316 | $3,804+13.5% | $5,065-14.8% | $7,234-40.3% |