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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 | $50,554-60.3% | $67,681-70.4% | $87,485-77.1% |
| Participation rate | 75.6% | 67.7%+7.9pp | 73.7%+1.9pp | 68.9%+6.7pp |
| Annual return | 10.13% | 17.81%-7.7pp | 590.58%-580.4pp | 26.06%-15.9pp |
| Employer contribution / active EE | $952 | $1,988-52.1% | $2,678-64.5% | $2,596-63.3% |
| Participant deferral / active EE | $1,578 | $2,961-46.7% | $3,976-60.3% | $4,274-63.1% |
| Admin fee / account holder | $4,316 | $4,132+4.4% | $6,100-29.2% | $7,775-44.5% |