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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 | $14,602 | $45,079-67.6% | $69,461-79.0% | $72,983-80.0% |
| Participation rate | 76.2% | 68.5%+7.7pp | 74.6%+1.6pp | 69.5%+6.7pp |
| Annual return | 2.12% | 22.65%-20.5pp | 28.97%-26.9pp | 81.01%-78.9pp |
| Employer contribution / active EE | $663 | $2,055-67.7% | $2,779-76.1% | $2,440-72.8% |
| Participant deferral / active EE | $959 | $2,603-63.1% | $3,536-72.9% | $3,608-73.4% |
| Admin fee / account holder | $1,363 | $3,056-55.4% | $3,840-64.5% | $5,124-73.4% |