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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 | $10,126 | $51,638-80.4% | $68,368-85.2% | $82,448-87.7% |
| Participation rate | 96.6% | 63.6%+32.9pp | 73.8%+22.8pp | 68.1%+28.5pp |
| Annual return | 10.61% | 37.53%-26.9pp | 292.57%-282.0pp | 41.64%-31.0pp |
| Employer contribution / active EE | $822 | $2,047-59.8% | $2,649-69.0% | $2,551-67.8% |
| Participant deferral / active EE | $1,724 | $2,914-40.8% | $4,123-58.2% | $4,139-58.3% |
| Admin fee / account holder | $2,193 | $4,643-52.8% | $5,150-57.4% | $7,234-69.7% |