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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 | $68,586-65.3% | $120,380-80.2% | $80,911-70.6% |
| Participation rate | 76.2% | 61.6%+14.6pp | 71.9%+4.3pp | 67.6%+8.5pp |
| Annual return | 7.01% | 23.62%-16.6pp | 107.28%-100.3pp | 35.63%-28.6pp |
| Employer contribution / active EE | $1,603 | $2,053-21.9% | $3,465-53.7% | $2,756-41.8% |
| Participant deferral / active EE | $2,090 | $3,174-34.2% | $4,992-58.1% | $4,297-51.4% |
| Admin fee / account holder | $1,245 | $5,733-78.3% | $9,421-86.8% | $6,935-82.0% |