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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 | $28,814 | $51,638-44.2% | $68,368-57.9% | $82,448-65.1% |
| Participation rate | 72.0% | 63.6%+8.4pp | 73.8%-1.8pp | 68.1%+3.9pp |
| Annual return | 10.29% | 37.53%-27.2pp | 292.57%-282.3pp | 41.64%-31.4pp |
| Employer contribution / active EE | $643 | $2,047-68.6% | $2,649-75.7% | $2,551-74.8% |
| Participant deferral / active EE | $1,392 | $2,914-52.2% | $4,123-66.2% | $4,139-66.4% |
| Admin fee / account holder | $6,127 | $4,643+32.0% | $5,150+19.0% | $7,234-15.3% |