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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 | $20,550 | $55,713-63.1% | $75,901-72.9% | $72,975-71.8% |
| Participation rate | 83.3% | 61.1%+22.2pp | 69.3%+14.1pp | 69.5%+13.8pp |
| Annual return | 10.15% | 27.60%-17.4pp | 30.76%-20.6pp | 81.01%-70.9pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,124 | $2,634-57.3% | $3,603-68.8% | $3,608-68.8% |
| Admin fee / account holder | $497 | $3,980-87.5% | $5,420-90.8% | $5,124-90.3% |