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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 | $22,620 | $48,337-53.2% | $67,560-66.5% | $80,959-72.1% |
| Participation rate | 72.4% | 66.4%+6.0pp | 72.9%-0.5pp | 67.7%+4.7pp |
| Annual return | 9.03% | 18.26%-9.2pp | 3533.50%-3524.5pp | 35.67%-26.6pp |
| Employer contribution / active EE | $698 | $2,023-65.5% | $2,737-74.5% | $2,757-74.7% |
| Participant deferral / active EE | $2,826 | $2,928-3.5% | $4,004-29.4% | $4,300-34.3% |
| Admin fee / account holder | $779 | $3,695-78.9% | $3,994-80.5% | $6,925-88.8% |