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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 | $24,845 | $58,627-57.6% | $76,735-67.6% | $82,448-69.9% |
| Participation rate | 80.0% | 63.2%+16.8pp | 69.5%+10.5pp | 68.1%+11.9pp |
| Annual return | 12.91% | 39.10%-26.2pp | 29.77%-16.9pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,751 | $1,729+1.2% | $2,454-28.7% | $2,551-31.4% |
| Participant deferral / active EE | $2,287 | $3,134-27.0% | $4,088-44.1% | $4,139-44.8% |
| Admin fee / account holder | $710 | $5,323-86.7% | $7,189-90.1% | $7,234-90.2% |