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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 | $17,514 | $75,541-76.8% | $152,093-88.5% | $82,637-78.8% |
| Participation rate | 83.6% | 66.5%+17.1pp | 77.8%+5.9pp | 68.1%+15.6pp |
| Annual return | 12.31% | 32.56%-20.2pp | 66.36%-54.0pp | 53.51%-41.2pp |
| Employer contribution / active EE | $935 | $2,622-64.3% | $4,175-77.6% | $2,552-63.4% |
| Participant deferral / active EE | $2,024 | $3,206-36.9% | $5,451-62.9% | $4,126-50.9% |
| Admin fee / account holder | $967 | $6,405-84.9% | $14,497-93.3% | $7,339-86.8% |