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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 | $39,641 | $49,976-20.7% | $66,674-40.5% | $82,637-52.0% |
| Participation rate | 94.3% | 63.1%+31.2pp | 73.7%+20.7pp | 68.1%+26.3pp |
| Annual return | 9.71% | 39.09%-29.4pp | 321.24%-311.5pp | 53.51%-43.8pp |
| Employer contribution / active EE | $803 | $1,988-59.6% | $2,620-69.4% | $2,552-68.6% |
| Participant deferral / active EE | $2,044 | $2,847-28.2% | $4,084-50.0% | $4,126-50.5% |
| Admin fee / account holder | $1,763 | $4,594-61.6% | $5,098-65.4% | $7,339-76.0% |