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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 | $16,739 | $107,666-84.5% | $102,184-83.6% | $154,746-89.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 9.03% | 29.33%-20.3pp | 31.58%-22.5pp | 172.34%-163.3pp |
| Employer contribution / active EE | $1,130 | $3,846-70.6% | $3,594-68.6% | $4,379-74.2% |
| Participant deferral / active EE | $2,784 | $8,719-68.1% | $8,309-66.5% | $6,730-58.6% |
| Admin fee / account holder | $1,563 | $12,943-87.9% | $11,609-86.5% | $14,365-89.1% |