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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 | $64,389 | $85,766-24.9% | $136,297-52.8% | $70,131-8.2% |
| Participation rate | 81.4% | 74.2%+7.2pp | 81.9%-0.5pp | 69.5%+11.9pp |
| Annual return | 14.02% | 31.45%-17.4pp | 5156.16%-5142.1pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,325 | $2,966-55.3% | $4,696-71.8% | $2,342-43.4% |
| Participant deferral / active EE | $3,181 | $5,051-37.0% | $6,247-49.1% | $3,332-4.5% |
| Admin fee / account holder | $760 | $5,420-86.0% | $9,244-91.8% | $4,645-83.7% |