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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 | $1,953 | $25,014-92.2% | $69,632-97.2% | $80,959-97.6% |
| Participation rate | 78.0% | 64.2%+13.8pp | 66.4%+11.6pp | 67.7%+10.4pp |
| Annual return | 9.65% | 19.08%-9.4pp | 101.32%-91.7pp | 35.67%-26.0pp |
| Employer contribution / active EE | $367 | $991-63.0% | $1,708-78.5% | $2,757-86.7% |
| Participant deferral / active EE | $1,389 | $1,840-24.5% | $2,889-51.9% | $4,300-67.7% |
| Admin fee / account holder | $954 | $2,491-61.7% | $4,695-79.7% | $6,925-86.2% |