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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 | $48,011-55.8% | $63,803-66.8% | $82,637-74.3% |
| Participation rate | 90.2% | 66.6%+23.6pp | 72.7%+17.5pp | 68.1%+22.1pp |
| Annual return | 10.71% | 19.84%-9.1pp | 543.72%-533.0pp | 53.51%-42.8pp |
| Employer contribution / active EE | $704 | $1,904-63.0% | $2,532-72.2% | $2,552-72.4% |
| Participant deferral / active EE | $4,409 | $2,846+54.9% | $3,843+14.7% | $4,126+6.8% |
| Admin fee / account holder | $2,402 | $3,873-38.0% | $5,196-53.8% | $7,339-67.3% |