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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 | $29,250 | $48,364-39.5% | $71,796-59.3% | $62,881-53.5% |
| Participation rate | 76.6% | 60.6%+16.0pp | 69.1%+7.5pp | 69.3%+7.3pp |
| Annual return | 4.80% | 13.16%-8.4pp | 78.04%-73.2pp | 20.14%-15.3pp |
| Employer contribution / active EE | $780 | $1,042-25.1% | $1,924-59.5% | $2,281-65.8% |
| Participant deferral / active EE | $3,214 | $2,091+53.7% | $2,794+15.0% | $3,203+0.3% |
| Admin fee / account holder | $2,146 | $3,771-43.1% | $4,815-55.4% | $4,296-50.0% |