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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 | $36,926 | $85,171-56.6% | $172,753-78.6% | $72,976-49.4% |
| Participation rate | 72.0% | 70.1%+1.9pp | 82.6%-10.6pp | 69.5%+2.5pp |
| Annual return | 9.49% | 27.32%-17.8pp | 803.00%-793.5pp | 81.02%-71.5pp |
| Employer contribution / active EE | $1,519 | $3,324-54.3% | $5,144-70.5% | $2,440-37.8% |
| Participant deferral / active EE | $2,362 | $3,260-27.5% | $5,198-54.6% | $3,608-34.5% |
| Admin fee / account holder | $698 | $5,880-88.1% | $13,956-95.0% | $5,124-86.4% |