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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 | $28,665 | $53,128-46.0% | $86,582-66.9% | $70,126-59.1% |
| Participation rate | 83.7% | 65.3%+18.4pp | 73.5%+10.1pp | 69.5%+14.1pp |
| Annual return | 10.81% | 27.66%-16.9pp | 965.08%-954.3pp | 73.15%-62.3pp |
| Employer contribution / active EE | $4,772 | $2,068+130.7% | $2,839+68.1% | $2,343+103.7% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,144 | $3,584-68.1% | $4,904-76.7% | $4,645-75.4% |