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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 | $78,690-82.8% | $161,489-91.6% | $87,485-84.6% |
| Participation rate | 86.8% | 67.5%+19.4pp | 78.7%+8.1pp | 68.9%+17.9pp |
| Annual return | 7.03% | 32.74%-25.7pp | 89.72%-82.7pp | 26.06%-19.0pp |
| Employer contribution / active EE | $1,652 | $2,588-36.2% | $4,268-61.3% | $2,596-36.4% |
| Participant deferral / active EE | $4,699 | $3,311+41.9% | $5,630-16.5% | $4,274+10.0% |
| Admin fee / account holder | $2,263 | $6,724-66.3% | $16,006-85.9% | $7,775-70.9% |