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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 | $59,766 | $78,690-24.0% | $161,489-63.0% | $87,485-31.7% |
| Participation rate | 73.5% | 67.5%+6.1pp | 78.7%-5.2pp | 68.9%+4.6pp |
| Annual return | 11.70% | 32.74%-21.0pp | 89.72%-78.0pp | 26.06%-14.4pp |
| Employer contribution / active EE | $998 | $2,588-61.4% | $4,268-76.6% | $2,596-61.5% |
| Participant deferral / active EE | $3,874 | $3,311+17.0% | $5,630-31.2% | $4,274-9.3% |
| Admin fee / account holder | $2,808 | $6,724-58.2% | $16,006-82.5% | $7,775-63.9% |