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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 | $37,925 | $51,638-26.6% | $68,368-44.5% | $82,448-54.0% |
| Participation rate | 89.3% | 63.6%+25.7pp | 73.8%+15.5pp | 68.1%+21.2pp |
| Annual return | 9.60% | 37.53%-27.9pp | 292.57%-283.0pp | 41.64%-32.0pp |
| Employer contribution / active EE | $1,071 | $2,047-47.6% | $2,649-59.6% | $2,551-58.0% |
| Participant deferral / active EE | $2,933 | $2,914+0.7% | $4,123-28.9% | $4,139-29.2% |
| Admin fee / account holder | $4,516 | $4,643-2.7% | $5,150-12.3% | $7,234-37.6% |