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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 | $11,709 | $25,014-53.2% | $69,623-83.2% | $80,935-85.5% |
| Participation rate | 93.2% | 64.2%+29.0pp | 66.4%+26.7pp | 67.7%+25.5pp |
| Annual return | 9.03% | 19.08%-10.0pp | 101.23%-92.2pp | 35.66%-26.6pp |
| Employer contribution / active EE | $1,791 | $991+80.7% | $1,709+4.8% | $2,757-35.0% |
| Participant deferral / active EE | $2,977 | $1,840+61.8% | $2,890+3.0% | $4,299-30.8% |
| Admin fee / account holder | $2,643 | $2,491+6.1% | $4,696-43.7% | $6,924-61.8% |