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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 | $15,048 | $85,171-82.3% | $172,752-91.3% | $72,975-79.4% |
| Participation rate | 79.3% | 70.1%+9.2pp | 82.6%-3.3pp | 69.5%+9.8pp |
| Annual return | 13.22% | 27.32%-14.1pp | 802.97%-789.7pp | 81.01%-67.8pp |
| Employer contribution / active EE | $1,665 | $3,324-49.9% | $5,144-67.6% | $2,440-31.8% |
| Participant deferral / active EE | $1,197 | $3,260-63.3% | $5,198-77.0% | $3,608-66.8% |
| Admin fee / account holder | $2,233 | $5,880-62.0% | $13,955-84.0% | $5,124-56.4% |