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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 | $23,578 | $77,901-69.7% | $149,717-84.3% | $75,181-68.6% |
| Participation rate | 80.8% | 65.6%+15.2pp | 78.8%+2.0pp | 67.2%+13.6pp |
| Annual return | 8.41% | 31.73%-23.3pp | 134.41%-126.0pp | 160.69%-152.3pp |
| Employer contribution / active EE | $478 | $3,137-84.8% | $4,820-90.1% | $2,671-82.1% |
| Participant deferral / active EE | $3,332 | $3,411-2.3% | $5,682-41.4% | $4,126-19.3% |
| Admin fee / account holder | $971 | $5,949-83.7% | $13,213-92.7% | $5,650-82.8% |