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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 | $7,931 | $36,948-78.5% | $73,658-89.2% | $87,485-90.9% |
| Participation rate | 82.8% | 46.8%+35.9pp | 57.0%+25.7pp | 68.9%+13.8pp |
| Annual return | 11.10% | 28.64%-17.5pp | 29.72%-18.6pp | 26.06%-15.0pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,670 | $1,379+93.6% | $2,062+29.5% | $4,274-37.5% |
| Admin fee / account holder | $958 | $2,531-62.1% | $3,357-71.5% | $7,775-87.7% |