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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 | $20,857 | $208,088-90.0% | $186,193-88.8% | $154,746-86.5% |
| Participation rate | 83.3% | 80.0%+3.3pp | 77.1%+6.2pp | 80.7%+2.6pp |
| Annual return | 0.91% | 89.97%-89.1pp | 78.03%-77.1pp | 172.34%-171.4pp |
| Employer contribution / active EE | $2,934 | $4,340-32.4% | $3,918-25.1% | $4,379-33.0% |
| Participant deferral / active EE | $5,036 | $7,078-28.9% | $6,513-22.7% | $6,730-25.2% |
| Admin fee / account holder | $1,734 | $11,698-85.2% | $11,058-84.3% | $14,365-87.9% |