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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 | $17,557 | $57,140-69.3% | $85,240-79.4% | $80,959-78.3% |
| Participation rate | 96.4% | 56.4%+40.0pp | 67.5%+28.9pp | 67.7%+28.8pp |
| Annual return | 7.39% | 21.71%-14.3pp | 66.75%-59.4pp | 35.67%-28.3pp |
| Employer contribution / active EE | $2,586 | $1,802+43.5% | $2,735-5.4% | $2,757-6.2% |
| Participant deferral / active EE | $1,528 | $3,115-51.0% | $4,527-66.3% | $4,300-64.5% |
| Admin fee / account holder | $1,922 | $4,992-61.5% | $6,165-68.8% | $6,925-72.2% |