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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 | $20,774 | $57,061-63.6% | $85,063-75.6% | $80,911-74.3% |
| Participation rate | 98.9% | 56.3%+42.6pp | 67.5%+31.4pp | 67.6%+31.3pp |
| Annual return | 6.64% | 21.66%-15.0pp | 66.54%-59.9pp | 35.63%-29.0pp |
| Employer contribution / active EE | $4,795 | $1,799+166.6% | $2,727+75.8% | $2,756+74.0% |
| Participant deferral / active EE | $903 | $3,110-71.0% | $4,523-80.0% | $4,297-79.0% |
| Admin fee / account holder | $597 | $4,986-88.0% | $6,155-90.3% | $6,935-91.4% |