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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 | $49,976-42.0% | $66,674-56.5% | $82,637-64.9% |
| Participation rate | 75.8% | 63.1%+12.7pp | 73.7%+2.1pp | 68.1%+7.7pp |
| Annual return | 12.08% | 39.09%-27.0pp | 321.24%-309.2pp | 53.51%-41.4pp |
| Employer contribution / active EE | $1,906 | $1,988-4.1% | $2,620-27.2% | $2,552-25.3% |
| Participant deferral / active EE | $2,816 | $2,847-1.1% | $4,084-31.0% | $4,126-31.7% |
| Admin fee / account holder | $4,201 | $4,594-8.5% | $5,098-17.6% | $7,339-42.8% |