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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 | $37,575 | $106,749-64.8% | $145,433-74.2% | $82,448-54.4% |
| Participation rate | 89.1% | 75.6%+13.4pp | 82.1%+7.0pp | 68.1%+21.0pp |
| Annual return | 13.46% | 27.59%-14.1pp | 66.58%-53.1pp | 41.64%-28.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,017 | $6,519-53.7% | $7,897-61.8% | $4,139-27.1% |
| Admin fee / account holder | $3,386 | $8,390-59.6% | $13,129-74.2% | $7,234-53.2% |