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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 | $17,239 | $81,262-78.8% | $155,602-88.9% | $80,911-78.7% |
| Participation rate | 83.9% | 66.2%+17.6pp | 78.2%+5.7pp | 67.6%+16.2pp |
| Annual return | 9.91% | 33.34%-23.4pp | 64.81%-54.9pp | 35.63%-25.7pp |
| Employer contribution / active EE | $1,139 | $3,102-63.3% | $4,675-75.6% | $2,756-58.7% |
| Participant deferral / active EE | $1,626 | $3,451-52.9% | $5,629-71.1% | $4,297-62.2% |
| Admin fee / account holder | $616 | $7,992-92.3% | $15,923-96.1% | $6,935-91.1% |