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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 | $26,673 | $75,541-64.7% | $152,093-82.5% | $82,637-67.7% |
| Participation rate | 96.9% | 66.5%+30.3pp | 77.8%+19.1pp | 68.1%+28.8pp |
| Annual return | 12.21% | 32.56%-20.4pp | 66.36%-54.2pp | 53.51%-41.3pp |
| Employer contribution / active EE | $965 | $2,622-63.2% | $4,175-76.9% | $2,552-62.2% |
| Participant deferral / active EE | $3,319 | $3,206+3.5% | $5,451-39.1% | $4,126-19.6% |
| Admin fee / account holder | $634 | $6,405-90.1% | $14,497-95.6% | $7,339-91.4% |