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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 | $29,736-15.4% | $56,033-55.1% | $80,935-68.9% |
| Participation rate | 82.8% | 41.7%+41.1pp | 52.5%+30.3pp | 67.7%+15.1pp |
| Annual return | 10.11% | 35.28%-25.2pp | 1711.38%-1701.3pp | 35.66%-25.5pp |
| Employer contribution / active EE | $2,435 | $671+262.6% | $1,041+133.9% | $2,757-11.7% |
| Participant deferral / active EE | $3,692 | $1,228+200.6% | $1,954+89.0% | $4,299-14.1% |
| Admin fee / account holder | $752 | $2,434-69.1% | $2,827-73.4% | $6,924-89.1% |