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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 | $14,031 | $85,171-83.5% | $172,752-91.9% | $72,975-80.8% |
| Participation rate | 93.0% | 70.1%+23.0pp | 82.6%+10.4pp | 69.5%+23.5pp |
| Annual return | 8.32% | 27.32%-19.0pp | 802.97%-794.7pp | 81.01%-72.7pp |
| Employer contribution / active EE | $1,197 | $3,324-64.0% | $5,144-76.7% | $2,440-51.0% |
| Participant deferral / active EE | $1,528 | $3,260-53.1% | $5,198-70.6% | $3,608-57.6% |
| Admin fee / account holder | $1,434 | $5,880-75.6% | $13,955-89.7% | $5,124-72.0% |