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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 | $25,583 | $62,672-59.2% | $185,117-86.2% | $70,126-63.5% |
| Participation rate | 74.4% | 63.8%+10.6pp | 77.3%-2.9pp | 69.5%+4.8pp |
| Annual return | 11.90% | 40.79%-28.9pp | 40.50%-28.6pp | 73.15%-61.2pp |
| Employer contribution / active EE | $687 | $1,753-60.8% | $4,182-83.6% | $2,343-70.7% |
| Participant deferral / active EE | $1,739 | $3,272-46.8% | $5,045-65.5% | $3,332-47.8% |
| Admin fee / account holder | $709 | $3,932-82.0% | $8,159-91.3% | $4,645-84.7% |