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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 | $7,053 | $57,590-87.8% | $86,233-91.8% | $82,448-91.4% |
| Participation rate | 93.8% | 57.9%+35.9pp | 69.0%+24.7pp | 68.1%+25.7pp |
| Annual return | 8.30% | 22.41%-14.1pp | 61.39%-53.1pp | 41.64%-33.3pp |
| Employer contribution / active EE | $419 | $1,655-74.7% | $2,504-83.3% | $2,551-83.6% |
| Participant deferral / active EE | $1,706 | $3,080-44.6% | $4,559-62.6% | $4,139-58.8% |
| Admin fee / account holder | $1,270 | $4,730-73.1% | $8,342-84.8% | $7,234-82.4% |