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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 | $47,033 | $95,406-50.7% | $185,849-74.7% | $85,847-45.2% |
| Participation rate | 96.6% | 68.8%+27.8pp | 81.7%+14.8pp | 69.3%+27.2pp |
| Annual return | 5.60% | 23.59%-18.0pp | 122.10%-116.5pp | 318.61%-313.0pp |
| Employer contribution / active EE | $1,830 | $3,314-44.8% | $5,169-64.6% | $2,565-28.7% |
| Participant deferral / active EE | $3,103 | $3,424-9.4% | $5,569-44.3% | $3,952-21.5% |
| Admin fee / account holder | $815 | $7,214-88.7% | $16,244-95.0% | $6,261-87.0% |