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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 | $21,735 | $51,638-57.9% | $129,406-83.2% | $80,959-73.2% |
| Participation rate | 82.7% | 56.9%+25.8pp | 69.6%+13.0pp | 67.7%+15.0pp |
| Annual return | 10.56% | 20.78%-10.2pp | 9468.18%-9457.6pp | 35.67%-25.1pp |
| Employer contribution / active EE | $2,563 | $1,584+61.8% | $4,155-38.3% | $2,757-7.1% |
| Participant deferral / active EE | $3,517 | $2,670+31.7% | $4,167-15.6% | $4,300-18.2% |
| Admin fee / account holder | $2,051 | $4,313-52.4% | $7,689-73.3% | $6,925-70.4% |