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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 | $21,547 | $74,535-71.1% | $100,712-78.6% | $82,637-73.9% |
| Participation rate | 86.7% | 61.2%+25.5pp | 69.3%+17.4pp | 68.1%+18.6pp |
| Annual return | 11.93% | 18.92%-7.0pp | 33.27%-21.3pp | 53.51%-41.6pp |
| Employer contribution / active EE | $956 | $1,503-36.4% | $2,313-58.7% | $2,552-62.5% |
| Participant deferral / active EE | $2,626 | $3,074-14.6% | $4,085-35.7% | $4,126-36.4% |
| Admin fee / account holder | $2,242 | $6,576-65.9% | $9,256-75.8% | $7,339-69.5% |