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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 | $25,146 | $29,667-15.2% | $56,441-55.4% | $80,874-68.9% |
| Participation rate | 82.8% | 41.7%+41.1pp | 52.5%+30.3pp | 67.6%+15.1pp |
| Annual return | 10.11% | 35.22%-25.1pp | 1704.21%-1694.1pp | 35.62%-25.5pp |
| Employer contribution / active EE | $2,435 | $669+263.7% | $1,039+134.3% | $2,756-11.6% |
| Participant deferral / active EE | $3,692 | $1,227+201.0% | $1,953+89.1% | $4,297-14.1% |
| Admin fee / account holder | $752 | $2,429-69.0% | $2,829-73.4% | $6,935-89.2% |