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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 | $23,800 | $76,407-68.9% | $150,298-84.2% | $82,448-71.1% |
| Participation rate | 88.5% | 66.4%+22.1pp | 77.8%+10.7pp | 68.1%+20.4pp |
| Annual return | 12.37% | 39.99%-27.6pp | 62.79%-50.4pp | 41.64%-29.3pp |
| Employer contribution / active EE | $1,630 | $2,614-37.6% | $4,154-60.8% | $2,551-36.1% |
| Participant deferral / active EE | $1,950 | $3,214-39.3% | $5,453-64.2% | $4,139-52.9% |
| Admin fee / account holder | $652 | $6,352-89.7% | $14,116-95.4% | $7,234-91.0% |