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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 | $14,098 | $43,075-67.3% | $74,577-81.1% | $62,881-77.6% |
| Participation rate | 72.0% | 58.1%+13.9pp | 68.1%+3.9pp | 69.3%+2.7pp |
| Annual return | 4.23% | 17.50%-13.3pp | 20.47%-16.2pp | 20.14%-15.9pp |
| Employer contribution / active EE | $1,000 | $1,498-33.2% | $2,525-60.4% | $2,281-56.2% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $853 | $2,840-70.0% | $4,138-79.4% | $4,296-80.2% |