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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 | $37,239 | $48,337-23.0% | $67,560-44.9% | $80,959-54.0% |
| Participation rate | 80.5% | 66.4%+14.1pp | 72.9%+7.6pp | 67.7%+12.8pp |
| Annual return | 10.85% | 18.26%-7.4pp | 3533.50%-3522.6pp | 35.67%-24.8pp |
| Employer contribution / active EE | $1,039 | $2,023-48.6% | $2,737-62.0% | $2,757-62.3% |
| Participant deferral / active EE | $1,234 | $2,928-57.9% | $4,004-69.2% | $4,300-71.3% |
| Admin fee / account holder | $9,156 | $3,695+147.8% | $3,994+129.2% | $6,925+32.2% |