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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 | $10,773 | $75,541-85.7% | $152,093-92.9% | $82,637-87.0% |
| Participation rate | 72.3% | 66.5%+5.8pp | 77.8%-5.4pp | 68.1%+4.3pp |
| Annual return | 7.30% | 32.56%-25.3pp | 66.36%-59.1pp | 53.51%-46.2pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,426 | $3,206-24.3% | $5,451-55.5% | $4,126-41.2% |
| Admin fee / account holder | $547 | $6,405-91.5% | $14,497-96.2% | $7,339-92.5% |