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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 | $78,690-66.1% | $161,489-83.5% | $87,485-69.5% |
| Participation rate | 96.9% | 67.5%+29.4pp | 78.7%+18.2pp | 68.9%+27.9pp |
| Annual return | 12.21% | 32.74%-20.5pp | 89.72%-77.5pp | 26.06%-13.9pp |
| Employer contribution / active EE | $965 | $2,588-62.7% | $4,268-77.4% | $2,596-62.8% |
| Participant deferral / active EE | $3,319 | $3,311+0.3% | $5,630-41.0% | $4,274-22.3% |
| Admin fee / account holder | $634 | $6,724-90.6% | $16,006-96.0% | $7,775-91.8% |