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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 | $22,091 | $84,236-73.8% | $170,435-87.0% | $70,126-68.5% |
| Participation rate | 89.0% | 70.8%+18.2pp | 83.6%+5.4pp | 69.5%+19.5pp |
| Annual return | 11.14% | 23.06%-11.9pp | 205.94%-194.8pp | 73.15%-62.0pp |
| Employer contribution / active EE | $666 | $3,387-80.3% | $5,432-87.7% | $2,343-71.6% |
| Participant deferral / active EE | $1,073 | $3,086-65.2% | $4,939-78.3% | $3,332-67.8% |
| Admin fee / account holder | $2,204 | $5,698-61.3% | $13,881-84.1% | $4,645-52.6% |