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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 | $22,076 | $76,407-71.1% | $150,298-85.3% | $82,448-73.2% |
| Participation rate | 96.2% | 66.4%+29.8pp | 77.8%+18.4pp | 68.1%+28.1pp |
| Annual return | 11.80% | 39.99%-28.2pp | 62.79%-51.0pp | 41.64%-29.8pp |
| Employer contribution / active EE | $1,559 | $2,614-40.4% | $4,154-62.5% | $2,551-38.9% |
| Participant deferral / active EE | $1,838 | $3,214-42.8% | $5,453-66.3% | $4,139-55.6% |
| Admin fee / account holder | $1,902 | $6,352-70.1% | $14,116-86.5% | $7,234-73.7% |