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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 | $31,909 | $50,554-36.9% | $67,681-52.9% | $87,485-63.5% |
| Participation rate | 97.1% | 67.7%+29.3pp | 73.7%+23.3pp | 68.9%+28.1pp |
| Annual return | 10.50% | 17.81%-7.3pp | 590.58%-580.1pp | 26.06%-15.6pp |
| Employer contribution / active EE | $1,345 | $1,988-32.4% | $2,678-49.8% | $2,596-48.2% |
| Participant deferral / active EE | $2,072 | $2,961-30.0% | $3,976-47.9% | $4,274-51.5% |
| Admin fee / account holder | $1,946 | $4,132-52.9% | $6,100-68.1% | $7,775-75.0% |