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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 | $15,389 | $36,948-58.4% | $73,658-79.1% | $87,485-82.4% |
| Participation rate | 85.4% | 46.8%+38.5pp | 57.0%+28.3pp | 68.9%+16.4pp |
| Annual return | 13.30% | 28.64%-15.3pp | 29.72%-16.4pp | 26.06%-12.8pp |
| Employer contribution / active EE | $190 | $670-71.7% | $1,032-81.6% | $2,596-92.7% |
| Participant deferral / active EE | $927 | $1,379-32.8% | $2,062-55.1% | $4,274-78.3% |
| Admin fee / account holder | $886 | $2,531-65.0% | $3,357-73.6% | $7,775-88.6% |