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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 | $21,757 | $84,236-74.2% | $170,435-87.2% | $70,126-69.0% |
| Participation rate | 96.2% | 70.8%+25.3pp | 83.6%+12.6pp | 69.5%+26.6pp |
| Annual return | 10.06% | 23.06%-13.0pp | 205.94%-195.9pp | 73.15%-63.1pp |
| Employer contribution / active EE | $1,274 | $3,387-62.4% | $5,432-76.6% | $2,343-45.6% |
| Participant deferral / active EE | $2,310 | $3,086-25.1% | $4,939-53.2% | $3,332-30.7% |
| Admin fee / account holder | $1,388 | $5,698-75.6% | $13,881-90.0% | $4,645-70.1% |