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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 | $24,525 | $76,407-67.9% | $150,298-83.7% | $82,448-70.3% |
| Participation rate | 95.2% | 66.4%+28.8pp | 77.8%+17.5pp | 68.1%+27.2pp |
| Annual return | 10.56% | 39.99%-29.4pp | 62.79%-52.2pp | 41.64%-31.1pp |
| Employer contribution / active EE | $318 | $2,614-87.8% | $4,154-92.3% | $2,551-87.5% |
| Participant deferral / active EE | $2,788 | $3,214-13.3% | $5,453-48.9% | $4,139-32.6% |
| Admin fee / account holder | $698 | $6,352-89.0% | $14,116-95.1% | $7,234-90.4% |