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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 | $23,660 | $78,690-69.9% | $161,489-85.3% | $87,485-73.0% |
| Participation rate | 91.7% | 67.5%+24.2pp | 78.7%+13.0pp | 68.9%+22.7pp |
| Annual return | 12.40% | 32.74%-20.3pp | 89.72%-77.3pp | 26.06%-13.7pp |
| Employer contribution / active EE | $1,463 | $2,588-43.5% | $4,268-65.7% | $2,596-43.6% |
| Participant deferral / active EE | $2,574 | $3,311-22.3% | $5,630-54.3% | $4,274-39.8% |
| Admin fee / account holder | $1,657 | $6,724-75.4% | $16,006-89.6% | $7,775-78.7% |