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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 | $36,236 | $47,479-23.7% | $62,929-42.4% | $82,448-56.0% |
| Participation rate | 94.7% | 66.9%+27.9pp | 73.1%+21.6pp | 68.1%+26.7pp |
| Annual return | 10.94% | 20.34%-9.4pp | 1063.93%-1053.0pp | 41.64%-30.7pp |
| Employer contribution / active EE | $2,007 | $1,885+6.5% | $2,505-19.8% | $2,551-21.3% |
| Participant deferral / active EE | $3,088 | $2,870+7.6% | $3,888-20.6% | $4,139-25.4% |
| Admin fee / account holder | $1,750 | $3,804-54.0% | $5,065-65.5% | $7,234-75.8% |