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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 | $8,207 | $75,541-89.1% | $152,093-94.6% | $82,637-90.1% |
| Participation rate | 86.2% | 66.5%+19.7pp | 77.8%+8.4pp | 68.1%+18.2pp |
| Annual return | 11.98% | 32.56%-20.6pp | 66.36%-54.4pp | 53.51%-41.5pp |
| Employer contribution / active EE | $1,044 | $2,622-60.2% | $4,175-75.0% | $2,552-59.1% |
| Participant deferral / active EE | $1,655 | $3,206-48.4% | $5,451-69.6% | $4,126-59.9% |
| Admin fee / account holder | $2,064 | $6,405-67.8% | $14,497-85.8% | $7,339-71.9% |