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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 | $35,794 | $53,128-32.6% | $86,582-58.7% | $70,126-49.0% |
| Participation rate | 75.9% | 65.3%+10.6pp | 73.5%+2.4pp | 69.5%+6.4pp |
| Annual return | 11.25% | 27.66%-16.4pp | 965.08%-953.8pp | 73.15%-61.9pp |
| Employer contribution / active EE | $808 | $2,068-60.9% | $2,839-71.6% | $2,343-65.5% |
| Participant deferral / active EE | $3,195 | $2,695+18.6% | $3,609-11.5% | $3,332-4.1% |
| Admin fee / account holder | $1,811 | $3,584-49.5% | $4,904-63.1% | $4,645-61.0% |