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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 | $27,762 | $58,512-52.6% | $84,020-67.0% | $72,983-62.0% |
| Participation rate | 70.7% | 61.2%+9.5pp | 69.0%+1.7pp | 69.5%+1.2pp |
| Annual return | 14.67% | 28.93%-14.3pp | 71.31%-56.6pp | 81.01%-66.3pp |
| Employer contribution / active EE | $1,067 | $1,163-8.2% | $1,984-46.2% | $2,440-56.3% |
| Participant deferral / active EE | $1,373 | $2,394-42.6% | $3,239-57.6% | $3,608-61.9% |
| Admin fee / account holder | $989 | $4,569-78.4% | $6,101-83.8% | $5,124-80.7% |