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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 | $20,135 | $99,875-79.8% | $146,866-86.3% | $86,983-76.9% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.5%+5.5pp |
| Annual return | 12.87% | 28.10%-15.2pp | 102.85%-90.0pp | 25.83%-13.0pp |
| Employer contribution / active EE | $1,014 | $3,224-68.5% | $4,425-77.1% | $2,584-60.8% |
| Participant deferral / active EE | $2,969 | $6,322-53.0% | $7,759-61.7% | $4,194-29.2% |
| Admin fee / account holder | $2,022 | $7,838-74.2% | $13,620-85.2% | $7,856-74.3% |