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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 | $25,764 | $78,015-67.0% | $178,505-85.6% | $80,959-68.2% |
| Participation rate | 96.8% | 65.7%+31.1pp | 77.1%+19.7pp | 67.7%+29.1pp |
| Annual return | 9.12% | 18.10%-9.0pp | 27.16%-18.0pp | 35.67%-26.6pp |
| Employer contribution / active EE | $593 | $2,281-74.0% | $3,955-85.0% | $2,757-78.5% |
| Participant deferral / active EE | $1,959 | $4,406-55.5% | $6,280-68.8% | $4,300-54.4% |
| Admin fee / account holder | $2,938 | $7,160-59.0% | $10,428-71.8% | $6,925-57.6% |