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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 | $40,562 | $78,707-48.5% | $117,861-65.6% | $70,126-42.2% |
| Participation rate | 77.5% | 73.2%+4.3pp | 79.7%-2.2pp | 69.5%+8.0pp |
| Annual return | 8.79% | 23.30%-14.5pp | 335.11%-326.3pp | 73.15%-64.4pp |
| Employer contribution / active EE | $1,777 | $2,223-20.1% | $3,786-53.1% | $2,343-24.1% |
| Participant deferral / active EE | $2,391 | $3,297-27.5% | $4,482-46.7% | $3,332-28.2% |
| Admin fee / account holder | $925 | $5,066-81.7% | $8,021-88.5% | $4,645-80.1% |