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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 | $33,331 | $74,661-55.4% | $160,784-79.3% | $67,986-51.0% |
| Participation rate | 86.1% | 57.1%+29.0pp | 77.0%+9.1pp | 57.2%+28.9pp |
| Annual return | 12.10% | 28.83%-16.7pp | 1803.92%-1791.8pp | 31.67%-19.6pp |
| Employer contribution / active EE | $1,130 | $1,829-38.2% | $3,733-69.7% | $2,019-44.0% |
| Participant deferral / active EE | $2,110 | $3,681-42.7% | $6,293-66.5% | $3,358-37.2% |
| Admin fee / account holder | $1,117 | $3,959-71.8% | $9,717-88.5% | $3,203-65.1% |