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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 | $18,276 | $78,690-76.8% | $161,489-88.7% | $87,485-79.1% |
| Participation rate | 97.5% | 67.5%+30.0pp | 78.7%+18.8pp | 68.9%+28.6pp |
| Annual return | 10.37% | 32.74%-22.4pp | 89.72%-79.3pp | 26.06%-15.7pp |
| Employer contribution / active EE | $1,238 | $2,588-52.2% | $4,268-71.0% | $2,596-52.3% |
| Participant deferral / active EE | $1,568 | $3,311-52.7% | $5,630-72.2% | $4,274-63.3% |
| Admin fee / account holder | $2,218 | $6,724-67.0% | $16,006-86.1% | $7,775-71.5% |