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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 | $23,809 | $68,880-65.4% | $120,580-80.3% | $80,959-70.6% |
| Participation rate | 76.2% | 61.7%+14.5pp | 72.0%+4.2pp | 67.7%+8.5pp |
| Annual return | 7.01% | 23.68%-16.7pp | 107.48%-100.5pp | 35.67%-28.7pp |
| Employer contribution / active EE | $1,603 | $2,066-22.4% | $3,469-53.8% | $2,757-41.9% |
| Participant deferral / active EE | $2,090 | $3,191-34.5% | $4,995-58.2% | $4,300-51.4% |
| Admin fee / account holder | $1,245 | $5,785-78.5% | $9,418-86.8% | $6,925-82.0% |