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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 | $19,639 | $37,156-47.1% | $83,854-76.6% | $86,983-77.4% |
| Participation rate | 79.1% | 49.1%+30.0pp | 59.1%+20.0pp | 69.5%+9.5pp |
| Annual return | 13.02% | 29.88%-16.9pp | 31.39%-18.4pp | 25.83%-12.8pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,540 | $1,418+8.6% | $2,035-24.3% | $4,194-63.3% |
| Admin fee / account holder | $1,038 | $2,510-58.6% | $3,197-67.5% | $7,856-86.8% |