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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 | $13,509 | $76,407-82.3% | $150,298-91.0% | $82,448-83.6% |
| Participation rate | 86.8% | 66.4%+20.4pp | 77.8%+9.1pp | 68.1%+18.8pp |
| Annual return | 7.03% | 39.99%-33.0pp | 62.79%-55.8pp | 41.64%-34.6pp |
| Employer contribution / active EE | $1,652 | $2,614-36.8% | $4,154-60.2% | $2,551-35.3% |
| Participant deferral / active EE | $4,699 | $3,214+46.2% | $5,453-13.8% | $4,139+13.5% |
| Admin fee / account holder | $2,263 | $6,352-64.4% | $14,116-84.0% | $7,234-68.7% |