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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 | $49,025 | $58,828-16.7% | $78,002-37.1% | $62,881-22.0% |
| Participation rate | 86.0% | 71.1%+14.9pp | 75.5%+10.4pp | 69.3%+16.7pp |
| Annual return | 4.75% | 17.16%-12.4pp | 425.99%-421.2pp | 20.14%-15.4pp |
| Employer contribution / active EE | $1,251 | $1,672-25.2% | $2,470-49.3% | $2,281-45.1% |
| Participant deferral / active EE | $1,859 | $2,686-30.8% | $3,497-46.9% | $3,203-42.0% |
| Admin fee / account holder | $563 | $4,393-87.2% | $5,481-89.7% | $4,296-86.9% |