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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 | $15,396 | $91,179-83.1% | $178,499-91.4% | $79,852-80.7% |
| Participation rate | 97.9% | 69.2%+28.7pp | 81.9%+15.9pp | 69.6%+28.2pp |
| Annual return | 7.68% | 24.19%-16.5pp | 151.10%-143.4pp | 31.72%-24.0pp |
| Employer contribution / active EE | $1,937 | $3,256-40.5% | $5,011-61.3% | $2,471-21.6% |
| Participant deferral / active EE | $3,456 | $3,236+6.8% | $5,202-33.6% | $3,740-7.6% |
| Admin fee / account holder | $1,181 | $6,749-82.5% | $13,986-91.6% | $5,306-77.7% |