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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 | $11,483 | $58,848-80.5% | $88,179-87.0% | $82,637-86.1% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.1%+30.9pp | 68.1%+31.9pp |
| Annual return | 12.67% | 22.76%-10.1pp | 64.97%-52.3pp | 53.51%-40.8pp |
| Employer contribution / active EE | $1,226 | $1,678-27.0% | $2,549-51.9% | $2,552-52.0% |
| Participant deferral / active EE | $2,975 | $3,124-4.7% | $4,614-35.5% | $4,126-27.9% |
| Admin fee / account holder | $5,101 | $4,795+6.4% | $7,673-33.5% | $7,339-30.5% |