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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 | $57,831 | $96,731-40.2% | $123,973-53.4% | $86,983-33.5% |
| Participation rate | 80.4% | 70.0%+10.4pp | 76.7%+3.8pp | 69.5%+10.9pp |
| Annual return | 1.90% | 17.33%-15.4pp | 388.13%-386.2pp | 25.83%-23.9pp |
| Employer contribution / active EE | $1,007 | $3,297-69.5% | $4,126-75.6% | $2,584-61.0% |
| Participant deferral / active EE | $3,643 | $4,152-12.3% | $5,247-30.6% | $4,194-13.1% |
| Admin fee / account holder | $1,708 | $8,722-80.4% | $11,799-85.5% | $7,856-78.3% |