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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 | $14,368 | $77,814-81.5% | $158,223-90.9% | $86,983-83.5% |
| Participation rate | 92.0% | 68.4%+23.6pp | 79.2%+12.8pp | 69.5%+22.5pp |
| Annual return | 11.59% | 30.54%-19.0pp | 52.09%-40.5pp | 25.83%-14.2pp |
| Employer contribution / active EE | $1,654 | $2,592-36.2% | $4,109-59.7% | $2,584-36.0% |
| Participant deferral / active EE | $1,388 | $3,270-57.5% | $5,467-74.6% | $4,194-66.9% |
| Admin fee / account holder | $853 | $5,879-85.5% | $16,047-94.7% | $7,856-89.1% |