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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 | $76,407-77.1% | $150,298-88.3% | $82,448-78.8% |
| Participation rate | 83.6% | 66.4%+17.2pp | 77.8%+5.9pp | 68.1%+15.6pp |
| Annual return | 12.31% | 39.99%-27.7pp | 62.79%-50.5pp | 41.64%-29.3pp |
| Employer contribution / active EE | $935 | $2,614-64.2% | $4,154-77.5% | $2,551-63.3% |
| Participant deferral / active EE | $2,024 | $3,214-37.0% | $5,453-62.9% | $4,139-51.1% |
| Admin fee / account holder | $967 | $6,352-84.8% | $14,116-93.1% | $7,234-86.6% |