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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 | $35,536 | $51,638-31.2% | $68,368-48.0% | $82,448-56.9% |
| Participation rate | 95.5% | 63.6%+31.8pp | 73.8%+21.7pp | 68.1%+27.4pp |
| Annual return | 12.51% | 37.53%-25.0pp | 292.57%-280.1pp | 41.64%-29.1pp |
| Employer contribution / active EE | $1,521 | $2,047-25.7% | $2,649-42.6% | $2,551-40.4% |
| Participant deferral / active EE | $2,220 | $2,914-23.8% | $4,123-46.2% | $4,139-46.4% |
| Admin fee / account holder | $2,963 | $4,643-36.2% | $5,150-42.5% | $7,234-59.0% |