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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 | $17,523 | $63,845-72.6% | $81,370-78.5% | $80,959-78.4% |
| Participation rate | 72.4% | 63.9%+8.5pp | 69.5%+2.9pp | 67.7%+4.7pp |
| Annual return | 10.12% | 16.37%-6.2pp | 24.85%-14.7pp | 35.67%-25.5pp |
| Employer contribution / active EE | $799 | $1,980-59.6% | $2,464-67.6% | $2,757-71.0% |
| Participant deferral / active EE | $2,960 | $3,093-4.3% | $3,885-23.8% | $4,300-31.2% |
| Admin fee / account holder | $1,749 | $5,688-69.3% | $5,749-69.6% | $6,925-74.8% |