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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 | $37,564 | $61,815-39.2% | $97,295-61.4% | $80,959-53.6% |
| Participation rate | 81.6% | 63.5%+18.2pp | 72.7%+9.0pp | 67.7%+14.0pp |
| Annual return | 9.85% | -558.73%+568.6pp | 75.62%-65.8pp | 35.67%-25.8pp |
| Employer contribution / active EE | $754 | $1,836-58.9% | $2,723-72.3% | $2,757-72.6% |
| Participant deferral / active EE | $3,121 | $3,027+3.1% | $4,264-26.8% | $4,300-27.4% |
| Admin fee / account holder | $4,604 | $5,166-10.9% | $5,646-18.5% | $6,925-33.5% |