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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 | $12,658 | $48,277-73.8% | $67,511-81.3% | $80,874-84.3% |
| Participation rate | 93.5% | 66.4%+27.2pp | 72.9%+20.7pp | 67.6%+25.9pp |
| Annual return | 7.86% | 18.27%-10.4pp | 3517.41%-3509.6pp | 35.62%-27.8pp |
| Employer contribution / active EE | $524 | $2,021-74.1% | $2,733-80.8% | $2,756-81.0% |
| Participant deferral / active EE | $1,363 | $2,926-53.4% | $4,000-65.9% | $4,297-68.3% |
| Admin fee / account holder | $1,439 | $3,687-61.0% | $3,999-64.0% | $6,935-79.3% |