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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 | $77,814-82.0% | $158,223-91.2% | $86,983-83.9% |
| Participation rate | 96.5% | 68.4%+28.1pp | 79.2%+17.3pp | 69.5%+26.9pp |
| Annual return | 9.87% | 30.54%-20.7pp | 52.09%-42.2pp | 25.83%-16.0pp |
| Employer contribution / active EE | $1,892 | $2,592-27.0% | $4,109-54.0% | $2,584-26.8% |
| Participant deferral / active EE | $990 | $3,270-69.7% | $5,467-81.9% | $4,194-76.4% |
| Admin fee / account holder | $840 | $5,879-85.7% | $16,047-94.8% | $7,856-89.3% |