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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 | $32,865 | $85,171-61.4% | $172,752-81.0% | $72,975-55.0% |
| Participation rate | 81.5% | 70.1%+11.4pp | 82.6%-1.2pp | 69.5%+12.0pp |
| Annual return | 13.58% | 27.32%-13.7pp | 802.97%-789.4pp | 81.01%-67.4pp |
| Employer contribution / active EE | $574 | $3,324-82.7% | $5,144-88.8% | $2,440-76.5% |
| Participant deferral / active EE | $2,168 | $3,260-33.5% | $5,198-58.3% | $3,608-39.9% |
| Admin fee / account holder | $813 | $5,880-86.2% | $13,955-94.2% | $5,124-84.1% |