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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 | $35,700 | $48,327-26.1% | $67,575-47.2% | $80,935-55.9% |
| Participation rate | 75.0% | 66.4%+8.6pp | 72.9%+2.1pp | 67.7%+7.3pp |
| Annual return | 10.92% | 18.31%-7.4pp | 3528.98%-3518.1pp | 35.66%-24.7pp |
| Employer contribution / active EE | $1,093 | $2,022-46.0% | $2,736-60.0% | $2,757-60.4% |
| Participant deferral / active EE | $1,712 | $2,927-41.5% | $4,003-57.2% | $4,299-60.2% |
| Admin fee / account holder | $1,560 | $3,692-57.8% | $3,993-60.9% | $6,924-77.5% |