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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 | $49,871 | $51,184-2.6% | $66,439-24.9% | $86,983-42.7% |
| Participation rate | 98.4% | 68.5%+29.9pp | 74.5%+23.9pp | 69.5%+28.8pp |
| Annual return | 9.29% | 17.07%-7.8pp | 757.66%-748.4pp | 25.83%-16.5pp |
| Employer contribution / active EE | $1,137 | $2,023-43.8% | $2,637-56.9% | $2,584-56.0% |
| Participant deferral / active EE | $1,441 | $2,927-50.8% | $3,876-62.8% | $4,194-65.6% |
| Admin fee / account holder | $3,131 | $4,154-24.6% | $6,173-49.3% | $7,856-60.1% |