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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 | $13,982 | $78,690-82.2% | $161,489-91.3% | $87,485-84.0% |
| Participation rate | 96.5% | 67.5%+29.0pp | 78.7%+17.8pp | 68.9%+27.6pp |
| Annual return | 9.87% | 32.74%-22.9pp | 89.72%-79.9pp | 26.06%-16.2pp |
| Employer contribution / active EE | $1,892 | $2,588-26.9% | $4,268-55.7% | $2,596-27.1% |
| Participant deferral / active EE | $990 | $3,311-70.1% | $5,630-82.4% | $4,274-76.8% |
| Admin fee / account holder | $840 | $6,724-87.5% | $16,006-94.8% | $7,775-89.2% |