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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 | $57,057-69.2% | $85,009-79.3% | $80,874-78.3% |
| Participation rate | 96.4% | 56.4%+40.1pp | 67.5%+28.9pp | 67.6%+28.8pp |
| Annual return | 7.39% | 21.66%-14.3pp | 66.47%-59.1pp | 35.62%-28.2pp |
| Employer contribution / active EE | $2,586 | $1,799+43.8% | $2,728-5.2% | $2,756-6.1% |
| Participant deferral / active EE | $1,528 | $3,112-50.9% | $4,522-66.2% | $4,297-64.4% |
| Admin fee / account holder | $1,922 | $4,986-61.4% | $6,153-68.8% | $6,935-72.3% |