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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 | $12,433 | $51,638-75.9% | $68,368-81.8% | $82,448-84.9% |
| Participation rate | 72.7% | 63.6%+9.1pp | 73.8%-1.0pp | 68.1%+4.7pp |
| Annual return | 13.03% | 37.53%-24.5pp | 292.57%-279.5pp | 41.64%-28.6pp |
| Employer contribution / active EE | $536 | $2,047-73.8% | $2,649-79.8% | $2,551-79.0% |
| Participant deferral / active EE | $1,371 | $2,914-52.9% | $4,123-66.7% | $4,139-66.9% |
| Admin fee / account holder | $410 | $4,643-91.2% | $5,150-92.0% | $7,234-94.3% |