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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 | $11,260 | $57,590-80.4% | $86,233-86.9% | $82,448-86.3% |
| Participation rate | 82.5% | 57.9%+24.6pp | 69.0%+13.5pp | 68.1%+14.4pp |
| Annual return | 11.72% | 22.41%-10.7pp | 61.39%-49.7pp | 41.64%-29.9pp |
| Employer contribution / active EE | $257 | $1,655-84.5% | $2,504-89.7% | $2,551-89.9% |
| Participant deferral / active EE | $2,630 | $3,080-14.6% | $4,559-42.3% | $4,139-36.5% |
| Admin fee / account holder | $1,472 | $4,730-68.9% | $8,342-82.4% | $7,234-79.7% |