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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 | $23,608 | $70,475-66.5% | $100,525-76.5% | $79,860-70.4% |
| Participation rate | 90.3% | 73.7%+16.7pp | 79.4%+10.9pp | 69.6%+20.7pp |
| Annual return | 11.62% | 21.90%-10.3pp | 30.89%-19.3pp | 31.72%-20.1pp |
| Employer contribution / active EE | $1,196 | $2,165-44.8% | $3,418-65.0% | $2,471-51.6% |
| Participant deferral / active EE | $3,070 | $5,181-40.7% | $6,270-51.0% | $3,740-17.9% |
| Admin fee / account holder | $630 | $4,478-85.9% | $8,082-92.2% | $5,306-88.1% |