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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 | $37,629 | $49,976-24.7% | $66,674-43.6% | $82,637-54.5% |
| Participation rate | 70.4% | 63.1%+7.3pp | 73.7%-3.3pp | 68.1%+2.3pp |
| Annual return | 11.12% | 39.09%-28.0pp | 321.24%-310.1pp | 53.51%-42.4pp |
| Employer contribution / active EE | $766 | $1,988-61.5% | $2,620-70.8% | $2,552-70.0% |
| Participant deferral / active EE | $801 | $2,847-71.9% | $4,084-80.4% | $4,126-80.6% |
| Admin fee / account holder | $1,303 | $4,594-71.6% | $5,098-74.4% | $7,339-82.2% |