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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 | $14,548 | $88,996-83.7% | $78,004-81.4% | $138,895-89.5% |
| Participation rate | 94.7% | 74.4%+20.4pp | 69.4%+25.3pp | 79.9%+14.8pp |
| Annual return | 9.22% | 28.03%-18.8pp | 31.07%-21.9pp | 145.39%-136.2pp |
| Employer contribution / active EE | $1,498 | $2,917-48.6% | $2,469-39.3% | $4,194-64.3% |
| Participant deferral / active EE | $2,518 | $4,724-46.7% | $4,092-38.5% | $6,396-60.6% |
| Admin fee / account holder | $2,515 | $8,807-71.4% | $7,578-66.8% | $12,562-80.0% |