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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 | $45,455 | $98,760-54.0% | $149,715-69.6% | $79,858-43.1% |
| Participation rate | 88.2% | 75.8%+12.5pp | 82.5%+5.8pp | 69.6%+18.6pp |
| Annual return | 10.76% | 27.43%-16.7pp | 276.66%-265.9pp | 31.72%-21.0pp |
| Employer contribution / active EE | $713 | $3,217-77.8% | $4,645-84.7% | $2,471-71.2% |
| Participant deferral / active EE | $7,132 | $5,681+25.5% | $6,842+4.2% | $3,740+90.7% |
| Admin fee / account holder | $2,079 | $6,053-65.6% | $9,310-77.7% | $5,306-60.8% |