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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 | $19,267 | $81,276-76.3% | $155,574-87.6% | $80,925-76.2% |
| Participation rate | 79.3% | 66.2%+13.1pp | 78.2%+1.1pp | 67.7%+11.7pp |
| Annual return | 6.49% | 33.36%-26.9pp | 64.87%-58.4pp | 35.65%-29.2pp |
| Employer contribution / active EE | $695 | $3,103-77.6% | $4,676-85.1% | $2,756-74.8% |
| Participant deferral / active EE | $1,214 | $3,453-64.8% | $5,629-78.4% | $4,299-71.8% |
| Admin fee / account holder | $349 | $7,993-95.6% | $15,914-97.8% | $6,940-95.0% |