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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 | $49,976-42.3% | $66,674-56.8% | $82,637-65.1% |
| Participation rate | 72.0% | 63.1%+8.9pp | 73.7%-1.7pp | 68.1%+3.9pp |
| Annual return | 10.29% | 39.09%-28.8pp | 321.24%-311.0pp | 53.51%-43.2pp |
| Employer contribution / active EE | $643 | $1,988-67.6% | $2,620-75.4% | $2,552-74.8% |
| Participant deferral / active EE | $1,392 | $2,847-51.1% | $4,084-65.9% | $4,126-66.3% |
| Admin fee / account holder | $6,127 | $4,594+33.4% | $5,098+20.2% | $7,339-16.5% |