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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 | $51,203 | $58,828-13.0% | $78,002-34.4% | $62,881-18.6% |
| Participation rate | 92.6% | 71.1%+21.5pp | 75.5%+17.1pp | 69.3%+23.3pp |
| Annual return | 3.35% | 17.16%-13.8pp | 425.99%-422.6pp | 20.14%-16.8pp |
| Employer contribution / active EE | $1,278 | $1,672-23.5% | $2,470-48.2% | $2,281-43.9% |
| Participant deferral / active EE | $1,299 | $2,686-51.6% | $3,497-62.8% | $3,203-59.4% |
| Admin fee / account holder | $1,784 | $4,393-59.4% | $5,481-67.4% | $4,296-58.5% |