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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 | $77,814-76.5% | $158,223-88.4% | $86,983-79.0% |
| Participation rate | 97.5% | 68.4%+29.1pp | 79.2%+18.3pp | 69.5%+28.0pp |
| Annual return | 10.37% | 30.54%-20.2pp | 52.09%-41.7pp | 25.83%-15.5pp |
| Employer contribution / active EE | $1,238 | $2,592-52.2% | $4,109-69.9% | $2,584-52.1% |
| Participant deferral / active EE | $1,568 | $3,270-52.1% | $5,467-71.3% | $4,194-62.6% |
| Admin fee / account holder | $2,218 | $5,879-62.3% | $16,047-86.2% | $7,856-71.8% |