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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 | $4,401 | $16,790-73.8% | $64,489-93.2% | $67,986-93.5% |
| Participation rate | 94.6% | 62.4%+32.2pp | 67.7%+26.9pp | 57.2%+37.4pp |
| Annual return | 15.14% | 30.55%-15.4pp | 55.03%-39.9pp | 31.67%-16.5pp |
| Employer contribution / active EE | $0 | $648-100.0% | $1,523-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,736 | $1,510+15.0% | $2,778-37.5% | $3,358-48.3% |
| Admin fee / account holder | $866 | $1,690-48.8% | $4,260-79.7% | $3,203-73.0% |