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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 | $57,055 | $51,184+11.5% | $66,439-14.1% | $86,983-34.4% |
| Participation rate | 86.1% | 68.5%+17.6pp | 74.5%+11.6pp | 69.5%+16.6pp |
| Annual return | 10.01% | 17.07%-7.1pp | 757.66%-747.7pp | 25.83%-15.8pp |
| Employer contribution / active EE | $1,115 | $2,023-44.9% | $2,637-57.7% | $2,584-56.8% |
| Participant deferral / active EE | $3,229 | $2,927+10.3% | $3,876-16.7% | $4,194-23.0% |
| Admin fee / account holder | $1,660 | $4,154-60.0% | $6,173-73.1% | $7,856-78.9% |