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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 | $14,667 | $78,690-81.4% | $161,489-90.9% | $87,485-83.2% |
| Participation rate | 93.9% | 67.5%+26.5pp | 78.7%+15.2pp | 68.9%+25.0pp |
| Annual return | 10.70% | 32.74%-22.0pp | 89.72%-79.0pp | 26.06%-15.4pp |
| Employer contribution / active EE | $874 | $2,588-66.2% | $4,268-79.5% | $2,596-66.3% |
| Participant deferral / active EE | $2,121 | $3,311-35.9% | $5,630-62.3% | $4,274-50.4% |
| Admin fee / account holder | $3,401 | $6,724-49.4% | $16,006-78.8% | $7,775-56.3% |