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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 | $19,677 | $91,198-78.4% | $178,503-89.0% | $79,856-75.4% |
| Participation rate | 98.6% | 69.2%+29.4pp | 81.9%+16.7pp | 69.6%+29.0pp |
| Annual return | 5.87% | 24.20%-18.3pp | 151.12%-145.2pp | 31.71%-25.8pp |
| Employer contribution / active EE | $1,638 | $3,257-49.7% | $5,011-67.3% | $2,471-33.7% |
| Participant deferral / active EE | $992 | $3,237-69.3% | $5,202-80.9% | $3,741-73.5% |
| Admin fee / account holder | $1,667 | $6,748-75.3% | $13,987-88.1% | $5,306-68.6% |