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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 | $42,833 | $47,479-9.8% | $62,929-31.9% | $82,448-48.0% |
| Participation rate | 85.1% | 66.9%+18.3pp | 73.1%+12.0pp | 68.1%+17.1pp |
| Annual return | 8.92% | 20.34%-11.4pp | 1063.93%-1055.0pp | 41.64%-32.7pp |
| Employer contribution / active EE | $1,001 | $1,885-46.9% | $2,505-60.0% | $2,551-60.8% |
| Participant deferral / active EE | $1,270 | $2,870-55.8% | $3,888-67.3% | $4,139-69.3% |
| Admin fee / account holder | $4,444 | $3,804+16.8% | $5,065-12.2% | $7,234-38.6% |