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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 | $32,918 | $65,961-50.1% | $180,320-81.7% | $94,015-65.0% |
| Participation rate | 90.6% | 61.3%+29.4pp | 71.5%+19.1pp | 70.8%+19.8pp |
| Annual return | 7.34% | 14.27%-6.9pp | 778.54%-771.2pp | 17.84%-10.5pp |
| Employer contribution / active EE | $1,533 | $1,737-11.8% | $4,108-62.7% | $2,790-45.1% |
| Participant deferral / active EE | $1,541 | $3,003-48.7% | $4,304-64.2% | $4,249-63.7% |
| Admin fee / account holder | $667 | $4,901-86.4% | $10,000-93.3% | $8,951-92.6% |