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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 | $21,866 | $48,011-54.5% | $63,803-65.7% | $82,637-73.5% |
| Participation rate | 96.0% | 66.6%+29.4pp | 72.7%+23.3pp | 68.1%+27.9pp |
| Annual return | 10.94% | 19.84%-8.9pp | 543.72%-532.8pp | 53.51%-42.6pp |
| Employer contribution / active EE | $627 | $1,904-67.1% | $2,532-75.2% | $2,552-75.4% |
| Participant deferral / active EE | $2,834 | $2,846-0.4% | $3,843-26.3% | $4,126-31.3% |
| Admin fee / account holder | $394 | $3,873-89.8% | $5,196-92.4% | $7,339-94.6% |