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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 | $17,635 | $54,763-67.8% | $90,324-80.5% | $72,976-75.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 13.30% | 30.63%-17.3pp | 78.15%-64.8pp | 81.02%-67.7pp |
| Employer contribution / active EE | $1,504 | $2,093-28.2% | $2,856-47.3% | $2,440-38.4% |
| Participant deferral / active EE | $1,784 | $2,887-38.2% | $3,885-54.1% | $3,608-50.5% |
| Admin fee / account holder | $1,678 | $3,973-57.8% | $5,356-68.7% | $5,124-67.2% |