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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 | $57,119-63.6% | $85,187-75.6% | $80,935-74.3% |
| Participation rate | 98.9% | 56.4%+42.5pp | 67.5%+31.4pp | 67.7%+31.2pp |
| Annual return | 6.64% | 21.70%-15.1pp | 66.67%-60.0pp | 35.66%-29.0pp |
| Employer contribution / active EE | $4,795 | $1,802+166.2% | $2,732+75.5% | $2,757+73.9% |
| Participant deferral / active EE | $903 | $3,115-71.0% | $4,525-80.1% | $4,299-79.0% |
| Admin fee / account holder | $597 | $4,990-88.0% | $6,162-90.3% | $6,924-91.4% |