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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 | $20,873 | $91,179-77.1% | $178,499-88.3% | $79,852-73.9% |
| Participation rate | 77.8% | 69.2%+8.6pp | 81.9%-4.2pp | 69.6%+8.1pp |
| Annual return | 4.55% | 24.19%-19.6pp | 151.10%-146.6pp | 31.72%-27.2pp |
| Employer contribution / active EE | $1,166 | $3,256-64.2% | $5,011-76.7% | $2,471-52.8% |
| Participant deferral / active EE | $3,561 | $3,236+10.1% | $5,202-31.5% | $3,740-4.8% |
| Admin fee / account holder | $3,581 | $6,749-46.9% | $13,986-74.4% | $5,306-32.5% |