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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 | $14,692 | $49,024-70.0% | $112,860-87.0% | $87,485-83.2% |
| Participation rate | 72.1% | 62.2%+9.9pp | 66.3%+5.8pp | 68.9%+3.2pp |
| Annual return | 9.53% | 43.86%-34.3pp | 35.26%-25.7pp | 26.06%-16.5pp |
| Employer contribution / active EE | $0 | $1,290-100.0% | $2,206-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,509 | $2,209-31.7% | $3,493-56.8% | $4,274-64.7% |
| Admin fee / account holder | $1,155 | $6,266-81.6% | $6,841-83.1% | $7,775-85.2% |