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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 | $11,726 | $60,442-80.6% | $96,754-87.9% | $87,485-86.6% |
| Participation rate | 94.9% | 58.7%+36.2pp | 70.3%+24.6pp | 68.9%+26.0pp |
| Annual return | 0.80% | 21.97%-21.2pp | 82.04%-81.2pp | 26.06%-25.3pp |
| Employer contribution / active EE | $2,623 | $1,691+55.1% | $2,679-2.1% | $2,596+1.0% |
| Participant deferral / active EE | $3,931 | $3,280+19.9% | $4,758-17.4% | $4,274-8.0% |
| Admin fee / account holder | $2,773 | $5,069-45.3% | $8,905-68.9% | $7,775-64.3% |