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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 | $16,102 | $77,908-79.3% | $149,696-89.2% | $75,173-78.6% |
| Participation rate | 79.6% | 65.6%+14.0pp | 78.8%+0.8pp | 67.2%+12.4pp |
| Annual return | 11.93% | 31.73%-19.8pp | 134.46%-122.5pp | 160.72%-148.8pp |
| Employer contribution / active EE | $1,971 | $3,138-37.2% | $4,821-59.1% | $2,671-26.2% |
| Participant deferral / active EE | $1,551 | $3,411-54.5% | $5,682-72.7% | $4,126-62.4% |
| Admin fee / account holder | $1,344 | $5,950-77.4% | $13,212-89.8% | $5,651-76.2% |