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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 | $9,495 | $81,358-88.3% | $155,556-93.9% | $80,959-88.3% |
| Participation rate | 96.9% | 66.3%+30.6pp | 78.2%+18.7pp | 67.7%+29.2pp |
| Annual return | 7.71% | 33.39%-25.7pp | 64.84%-57.1pp | 35.67%-28.0pp |
| Employer contribution / active EE | $953 | $3,106-69.3% | $4,675-79.6% | $2,757-65.4% |
| Participant deferral / active EE | $1,543 | $3,455-55.3% | $5,631-72.6% | $4,300-64.1% |
| Admin fee / account holder | $1,334 | $7,994-83.3% | $15,885-91.6% | $6,925-80.7% |