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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 | $20,172 | $35,183-42.7% | $73,550-72.6% | $70,126-71.2% |
| Participation rate | 86.0% | 42.9%+43.1pp | 54.9%+31.1pp | 69.5%+16.5pp |
| Annual return | 9.53% | 26.90%-17.4pp | -15.16%+24.7pp | 73.15%-63.6pp |
| Employer contribution / active EE | $669 | $709-5.6% | $1,219-45.1% | $2,343-71.5% |
| Participant deferral / active EE | $1,389 | $1,220+13.9% | $1,804-23.0% | $3,332-58.3% |
| Admin fee / account holder | $395 | $2,302-82.9% | $2,320-83.0% | $4,645-91.5% |