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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 | $13,171 | $81,276-83.8% | $155,574-91.5% | $80,925-83.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 9.33% | 33.36%-24.0pp | 64.87%-55.5pp | 35.65%-26.3pp |
| Employer contribution / active EE | $842 | $3,103-72.9% | $4,676-82.0% | $2,756-69.4% |
| Participant deferral / active EE | $1,037 | $3,453-70.0% | $5,629-81.6% | $4,299-75.9% |
| Admin fee / account holder | $2,042 | $7,993-74.5% | $15,914-87.2% | $6,940-70.6% |