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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 | $23,913 | $86,050-72.2% | $189,758-87.4% | $94,015-74.6% |
| Participation rate | 94.5% | 68.9%+25.6pp | 79.8%+14.7pp | 70.8%+23.7pp |
| Annual return | 9.98% | 17.77%-7.8pp | 52.62%-42.6pp | 17.84%-7.9pp |
| Employer contribution / active EE | $983 | $2,819-65.1% | $4,767-79.4% | $2,790-64.8% |
| Participant deferral / active EE | $1,879 | $3,349-43.9% | $5,856-67.9% | $4,249-55.8% |
| Admin fee / account holder | $2,354 | $6,627-64.5% | $20,388-88.5% | $8,951-73.7% |