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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 | $21,205 | $47,479-55.3% | $62,929-66.3% | $82,448-74.3% |
| Participation rate | 90.2% | 66.9%+23.3pp | 73.1%+17.1pp | 68.1%+22.1pp |
| Annual return | 10.71% | 20.34%-9.6pp | 1063.93%-1053.2pp | 41.64%-30.9pp |
| Employer contribution / active EE | $704 | $1,885-62.7% | $2,505-71.9% | $2,551-72.4% |
| Participant deferral / active EE | $4,409 | $2,870+53.6% | $3,888+13.4% | $4,139+6.5% |
| Admin fee / account holder | $2,402 | $3,804-36.8% | $5,065-52.6% | $7,234-66.8% |