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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 | $42,083 | $71,208-40.9% | $93,681-55.1% | $80,911-48.0% |
| Participation rate | 86.2% | 60.4%+25.8pp | 68.7%+17.5pp | 67.6%+18.6pp |
| Annual return | 7.49% | 11.27%-3.8pp | 133.47%-126.0pp | 35.63%-28.1pp |
| Employer contribution / active EE | $502 | $1,564-67.9% | $2,422-79.3% | $2,756-81.8% |
| Participant deferral / active EE | $2,341 | $4,035-42.0% | $4,415-47.0% | $4,297-45.5% |
| Admin fee / account holder | $3,255 | $6,951-53.2% | $8,290-60.7% | $6,935-53.1% |