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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 | $9,782 | $36,948-73.5% | $73,658-86.7% | $87,485-88.8% |
| Participation rate | 76.0% | 46.8%+29.2pp | 57.0%+19.0pp | 68.9%+7.1pp |
| Annual return | 8.80% | 28.64%-19.8pp | 29.72%-20.9pp | 26.06%-17.3pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,844 | $1,379+33.7% | $2,062-10.6% | $4,274-56.8% |
| Admin fee / account holder | $1,451 | $2,531-42.7% | $3,357-56.8% | $7,775-81.3% |