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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 | $24,673 | $75,541-67.3% | $152,093-83.8% | $82,637-70.1% |
| Participation rate | 87.5% | 66.5%+21.0pp | 77.8%+9.7pp | 68.1%+19.4pp |
| Annual return | 11.08% | 32.56%-21.5pp | 66.36%-55.3pp | 53.51%-42.4pp |
| Employer contribution / active EE | $6,354 | $2,622+142.3% | $4,175+52.2% | $2,552+149.0% |
| Participant deferral / active EE | $0 | $3,206-100.0% | $5,451-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,580 | $6,405-75.3% | $14,497-89.1% | $7,339-78.5% |