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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 | $33,525 | $101,798-67.1% | $165,071-79.7% | $80,935-58.6% |
| Participation rate | 72.5% | 71.8%+0.6pp | 78.6%-6.2pp | 67.7%+4.8pp |
| Annual return | 9.47% | 16.73%-7.3pp | 70.17%-60.7pp | 35.66%-26.2pp |
| Employer contribution / active EE | $1,263 | $2,954-57.2% | $4,347-70.9% | $2,757-54.2% |
| Participant deferral / active EE | $2,378 | $4,476-46.9% | $6,035-60.6% | $4,299-44.7% |
| Admin fee / account holder | $334 | $8,221-95.9% | $12,695-97.4% | $6,924-95.2% |