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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 | $6,761 | $76,407-91.2% | $150,298-95.5% | $82,448-91.8% |
| Participation rate | 75.8% | 66.4%+9.4pp | 77.8%-2.0pp | 68.1%+7.7pp |
| Annual return | 12.92% | 39.99%-27.1pp | 62.79%-49.9pp | 41.64%-28.7pp |
| Employer contribution / active EE | $432 | $2,614-83.5% | $4,154-89.6% | $2,551-83.1% |
| Participant deferral / active EE | $977 | $3,214-69.6% | $5,453-82.1% | $4,139-76.4% |
| Admin fee / account holder | $1,067 | $6,352-83.2% | $14,116-92.4% | $7,234-85.2% |