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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 | $53,842 | $106,524-49.5% | $152,301-64.6% | $87,485-38.5% |
| Participation rate | 84.4% | 75.8%+8.6pp | 82.4%+1.9pp | 68.9%+15.4pp |
| Annual return | 14.03% | 26.89%-12.9pp | 80.50%-66.5pp | 26.06%-12.0pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,527 | $6,525-45.9% | $8,004-55.9% | $4,274-17.5% |
| Admin fee / account holder | $1,652 | $8,287-80.1% | $14,398-88.5% | $7,775-78.8% |