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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 | $45,095 | $81,358-44.6% | $155,556-71.0% | $80,959-44.3% |
| Participation rate | 94.5% | 66.3%+28.3pp | 78.2%+16.3pp | 67.7%+26.9pp |
| Annual return | 9.59% | 33.39%-23.8pp | 64.84%-55.2pp | 35.67%-26.1pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,121 | $3,455-9.7% | $5,631-44.6% | $4,300-27.4% |
| Admin fee / account holder | $1,786 | $7,994-77.7% | $15,885-88.8% | $6,925-74.2% |