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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 | $29,792 | $85,171-65.0% | $172,752-82.8% | $72,975-59.2% |
| Participation rate | 78.6% | 70.1%+8.5pp | 82.6%-4.1pp | 69.5%+9.1pp |
| Annual return | 13.23% | 27.32%-14.1pp | 802.97%-789.7pp | 81.01%-67.8pp |
| Employer contribution / active EE | $1,162 | $3,324-65.0% | $5,144-77.4% | $2,440-52.4% |
| Participant deferral / active EE | $1,646 | $3,260-49.5% | $5,198-68.3% | $3,608-54.4% |
| Admin fee / account holder | $1,771 | $5,880-69.9% | $13,955-87.3% | $5,124-65.4% |