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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 | $50,554-15.3% | $67,681-36.7% | $87,485-51.0% |
| Participation rate | 85.1% | 67.7%+17.4pp | 73.7%+11.4pp | 68.9%+16.2pp |
| Annual return | 8.92% | 17.81%-8.9pp | 590.58%-581.7pp | 26.06%-17.1pp |
| Employer contribution / active EE | $1,001 | $1,988-49.7% | $2,678-62.6% | $2,596-61.5% |
| Participant deferral / active EE | $1,270 | $2,961-57.1% | $3,976-68.1% | $4,274-70.3% |
| Admin fee / account holder | $4,444 | $4,132+7.5% | $6,100-27.1% | $7,775-42.8% |