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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 | $23,641 | $70,684-66.6% | $169,390-86.0% | $75,173-68.6% |
| Participation rate | 87.5% | 64.8%+22.7pp | 77.2%+10.3pp | 67.2%+20.3pp |
| Annual return | 7.82% | 36.38%-28.6pp | 406.07%-398.3pp | 160.72%-152.9pp |
| Employer contribution / active EE | $536 | $2,211-75.8% | $4,013-86.7% | $2,671-79.9% |
| Participant deferral / active EE | $1,578 | $4,310-63.4% | $6,222-74.6% | $4,126-61.8% |
| Admin fee / account holder | $2,495 | $5,404-53.8% | $9,015-72.3% | $5,651-55.8% |