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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 | $18,936 | $76,407-75.2% | $150,298-87.4% | $82,448-77.0% |
| Participation rate | 91.2% | 66.4%+24.8pp | 77.8%+13.4pp | 68.1%+23.1pp |
| Annual return | 8.63% | 39.99%-31.4pp | 62.79%-54.2pp | 41.64%-33.0pp |
| Employer contribution / active EE | $432 | $2,614-83.5% | $4,154-89.6% | $2,551-83.1% |
| Participant deferral / active EE | $864 | $3,214-73.1% | $5,453-84.2% | $4,139-79.1% |
| Admin fee / account holder | $3,350 | $6,352-47.3% | $14,116-76.3% | $7,234-53.7% |