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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 | $43,488 | $48,364-10.1% | $71,796-39.4% | $62,891-30.9% |
| Participation rate | 97.3% | 60.6%+36.7pp | 69.1%+28.2pp | 69.3%+28.0pp |
| Annual return | 4.83% | 13.16%-8.3pp | 78.04%-73.2pp | 20.14%-15.3pp |
| Employer contribution / active EE | $844 | $1,042-19.0% | $1,924-56.1% | $2,281-63.0% |
| Participant deferral / active EE | $2,206 | $2,091+5.5% | $2,794-21.1% | $3,203-31.1% |
| Admin fee / account holder | $843 | $3,771-77.7% | $4,815-82.5% | $4,296-80.4% |