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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 | $50,554-1.3% | $67,681-26.3% | $87,485-43.0% |
| Participation rate | 98.4% | 67.7%+30.7pp | 73.7%+24.7pp | 68.9%+29.5pp |
| Annual return | 9.29% | 17.81%-8.5pp | 590.58%-581.3pp | 26.06%-16.8pp |
| Employer contribution / active EE | $1,137 | $1,988-42.8% | $2,678-57.5% | $2,596-56.2% |
| Participant deferral / active EE | $1,441 | $2,961-51.3% | $3,976-63.8% | $4,274-66.3% |
| Admin fee / account holder | $3,131 | $4,132-24.2% | $6,100-48.7% | $7,775-59.7% |