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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 | $13,307 | $57,590-76.9% | $86,233-84.6% | $82,448-83.9% |
| Participation rate | 90.5% | 57.9%+32.6pp | 69.0%+21.5pp | 68.1%+22.4pp |
| Annual return | 13.41% | 22.41%-9.0pp | 61.39%-48.0pp | 41.64%-28.2pp |
| Employer contribution / active EE | $7,406 | $1,655+347.4% | $2,504+195.7% | $2,551+190.3% |
| Participant deferral / active EE | $1,406 | $3,080-54.3% | $4,559-69.2% | $4,139-66.0% |
| Admin fee / account holder | $4,906 | $4,730+3.7% | $8,342-41.2% | $7,234-32.2% |