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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 | $29,006 | $51,638-43.8% | $68,368-57.6% | $82,448-64.8% |
| Participation rate | 75.8% | 63.6%+12.1pp | 73.8%+2.0pp | 68.1%+7.7pp |
| Annual return | 12.08% | 37.53%-25.5pp | 292.57%-280.5pp | 41.64%-29.6pp |
| Employer contribution / active EE | $1,906 | $2,047-6.8% | $2,649-28.0% | $2,551-25.3% |
| Participant deferral / active EE | $2,816 | $2,914-3.3% | $4,123-31.7% | $4,139-32.0% |
| Admin fee / account holder | $4,201 | $4,643-9.5% | $5,150-18.4% | $7,234-41.9% |