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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 | $22,601 | $81,358-72.2% | $155,556-85.5% | $80,959-72.1% |
| Participation rate | 96.8% | 66.3%+30.5pp | 78.2%+18.5pp | 67.7%+29.1pp |
| Annual return | 7.18% | 33.39%-26.2pp | 64.84%-57.7pp | 35.67%-28.5pp |
| Employer contribution / active EE | $412 | $3,106-86.7% | $4,675-91.2% | $2,757-85.1% |
| Participant deferral / active EE | $2,625 | $3,455-24.0% | $5,631-53.4% | $4,300-39.0% |
| Admin fee / account holder | $1,547 | $7,994-80.7% | $15,885-90.3% | $6,925-77.7% |