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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 | $17,112 | $50,082-65.8% | $93,406-81.7% | $79,858-78.6% |
| Participation rate | 77.5% | 60.9%+16.5pp | 66.8%+10.7pp | 69.6%+7.8pp |
| Annual return | 10.58% | 24.59%-14.0pp | 78.05%-67.5pp | 31.72%-21.1pp |
| Employer contribution / active EE | $365 | $1,303-72.0% | $2,075-82.4% | $2,471-85.2% |
| Participant deferral / active EE | $1,116 | $2,212-49.6% | $3,126-64.3% | $3,740-70.2% |
| Admin fee / account holder | $304 | $3,454-91.2% | $5,230-94.2% | $5,306-94.3% |