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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 | $25,752 | $63,354-59.4% | $94,105-72.6% | $82,637-68.8% |
| Participation rate | 90.7% | 63.8%+26.9pp | 71.9%+18.8pp | 68.1%+22.7pp |
| Annual return | 12.75% | 34.36%-21.6pp | 204.55%-191.8pp | 53.51%-40.8pp |
| Employer contribution / active EE | $1,044 | $1,760-40.7% | $2,504-58.3% | $2,552-59.1% |
| Participant deferral / active EE | $5,607 | $2,873+95.1% | $3,881+44.5% | $4,126+35.9% |
| Admin fee / account holder | $1,322 | $5,073-73.9% | $6,199-78.7% | $7,339-82.0% |