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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 | $16,745 | $49,976-66.5% | $66,674-74.9% | $82,637-79.7% |
| Participation rate | 86.7% | 63.1%+23.6pp | 73.7%+13.0pp | 68.1%+18.6pp |
| Annual return | 13.02% | 39.09%-26.1pp | 321.24%-308.2pp | 53.51%-40.5pp |
| Employer contribution / active EE | $296 | $1,988-85.1% | $2,620-88.7% | $2,552-88.4% |
| Participant deferral / active EE | $2,185 | $2,847-23.2% | $4,084-46.5% | $4,126-47.0% |
| Admin fee / account holder | $757 | $4,594-83.5% | $5,098-85.1% | $7,339-89.7% |