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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 | $12,271 | $45,050-72.8% | $63,018-80.5% | $70,126-82.5% |
| Participation rate | 87.2% | 69.5%+17.7pp | 74.8%+12.4pp | 69.5%+17.6pp |
| Annual return | 8.91% | 18.76%-9.9pp | 87.62%-78.7pp | 73.15%-64.2pp |
| Employer contribution / active EE | $510 | $2,052-75.2% | $2,761-81.5% | $2,343-78.2% |
| Participant deferral / active EE | $769 | $2,466-68.8% | $3,330-76.9% | $3,332-76.9% |
| Admin fee / account holder | $516 | $2,834-81.8% | $3,601-85.7% | $4,645-88.9% |