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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 | $19,015 | $53,837-64.7% | $75,714-74.9% | $85,847-77.9% |
| Participation rate | 83.3% | 69.1%+14.3pp | 74.8%+8.5pp | 69.3%+14.0pp |
| Annual return | 8.56% | 24.54%-16.0pp | 104.62%-96.1pp | 318.61%-310.0pp |
| Employer contribution / active EE | $1,904 | $2,017-5.6% | $2,744-30.6% | $2,565-25.8% |
| Participant deferral / active EE | $2,749 | $2,895-5.1% | $3,820-28.0% | $3,952-30.4% |
| Admin fee / account holder | $455 | $3,339-86.4% | $3,619-87.4% | $6,261-92.7% |