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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 | $29,547 | $85,171-65.3% | $172,752-82.9% | $72,975-59.5% |
| Participation rate | 73.5% | 70.1%+3.5pp | 82.6%-9.1pp | 69.5%+4.0pp |
| Annual return | 10.31% | 27.32%-17.0pp | 802.97%-792.7pp | 81.01%-70.7pp |
| Employer contribution / active EE | $1,810 | $3,324-45.6% | $5,144-64.8% | $2,440-25.8% |
| Participant deferral / active EE | $2,751 | $3,260-15.6% | $5,198-47.1% | $3,608-23.7% |
| Admin fee / account holder | $1,675 | $5,880-71.5% | $13,955-88.0% | $5,124-67.3% |