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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 | $14,134 | $46,599-69.7% | $64,101-77.9% | $75,173-81.2% |
| Participation rate | 83.8% | 65.9%+17.8pp | 72.3%+11.4pp | 67.2%+16.5pp |
| Annual return | 10.97% | 26.06%-15.1pp | 33.72%-22.8pp | 160.72%-149.8pp |
| Employer contribution / active EE | $1,031 | $1,975-47.8% | $2,749-62.5% | $2,671-61.4% |
| Participant deferral / active EE | $891 | $2,837-68.6% | $3,881-77.0% | $4,126-78.4% |
| Admin fee / account holder | $2,700 | $2,956-8.7% | $3,070-12.1% | $5,651-52.2% |