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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 | $11,402 | $51,638-77.9% | $68,368-83.3% | $82,448-86.2% |
| Participation rate | 80.3% | 63.6%+16.7pp | 73.8%+6.5pp | 68.1%+12.2pp |
| Annual return | 12.75% | 37.53%-24.8pp | 292.57%-279.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $748 | $2,047-63.4% | $2,649-71.8% | $2,551-70.7% |
| Participant deferral / active EE | $724 | $2,914-75.2% | $4,123-82.4% | $4,139-82.5% |
| Admin fee / account holder | $1,330 | $4,643-71.4% | $5,150-74.2% | $7,234-81.6% |