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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 | $38,229 | $89,364-57.2% | $141,177-72.9% | $72,983-47.6% |
| Participation rate | 97.4% | 75.1%+22.2pp | 82.5%+14.9pp | 69.5%+27.9pp |
| Annual return | 2.62% | 111.86%-109.2pp | 71.40%-68.8pp | 81.01%-78.4pp |
| Employer contribution / active EE | $2,977 | $3,115-4.4% | $4,736-37.1% | $2,440+22.0% |
| Participant deferral / active EE | $3,883 | $5,419-28.3% | $6,710-42.1% | $3,608+7.6% |
| Admin fee / account holder | $821 | $5,959-86.2% | $10,263-92.0% | $5,124-84.0% |