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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 | $22,966 | $57,976-60.4% | $63,018-63.6% | $62,293-63.1% |
| Participation rate | 73.8% | 75.9%-2.1pp | 74.8%-1.0pp | 69.5%+4.3pp |
| Annual return | 11.02% | 17.54%-6.5pp | 87.62%-76.6pp | 28.90%-17.9pp |
| Employer contribution / active EE | $739 | $2,415-69.4% | $2,761-73.2% | $2,042-63.8% |
| Participant deferral / active EE | $1,172 | $2,956-60.4% | $3,330-64.8% | $3,169-63.0% |
| Admin fee / account holder | $1,485 | $276+438.5% | $3,601-58.8% | $479+209.8% |