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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 | $15,782 | $46,599-66.1% | $64,101-75.4% | $75,173-79.0% |
| Participation rate | 97.0% | 65.9%+31.0pp | 72.3%+24.7pp | 67.2%+29.8pp |
| Annual return | 6.58% | 26.06%-19.5pp | 33.72%-27.1pp | 160.72%-154.1pp |
| Employer contribution / active EE | $435 | $1,975-78.0% | $2,749-84.2% | $2,671-83.7% |
| Participant deferral / active EE | $2,176 | $2,837-23.3% | $3,881-43.9% | $4,126-47.3% |
| Admin fee / account holder | $7,419 | $2,956+151.0% | $3,070+141.6% | $5,651+31.3% |