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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 | $89,259-35.2% | $107,187-46.0% | $82,637-30.0% |
| Participation rate | 80.4% | 67.9%+12.5pp | 75.0%+5.4pp | 68.1%+12.4pp |
| Annual return | 1.90% | 21.02%-19.1pp | 204.55%-202.6pp | 53.51%-51.6pp |
| Employer contribution / active EE | $1,007 | $3,080-67.3% | $3,782-73.4% | $2,552-60.5% |
| Participant deferral / active EE | $3,643 | $4,037-9.8% | $5,096-28.5% | $4,126-11.7% |
| Admin fee / account holder | $1,708 | $7,381-76.9% | $9,162-81.4% | $7,339-76.7% |