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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 | $48,284-26.1% | $67,524-47.1% | $80,911-55.9% |
| Participation rate | 75.0% | 66.4%+8.6pp | 72.9%+2.1pp | 67.6%+7.4pp |
| Annual return | 10.92% | 18.27%-7.3pp | 3519.41%-3508.5pp | 35.63%-24.7pp |
| Employer contribution / active EE | $1,093 | $2,021-45.9% | $2,734-60.0% | $2,756-60.3% |
| Participant deferral / active EE | $1,712 | $2,927-41.5% | $4,001-57.2% | $4,297-60.2% |
| Admin fee / account holder | $1,560 | $3,688-57.7% | $4,001-61.0% | $6,935-77.5% |