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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 | $28,055 | $71,215-60.6% | $93,696-70.1% | $80,935-65.3% |
| Participation rate | 70.2% | 60.4%+9.8pp | 68.7%+1.5pp | 67.7%+2.5pp |
| Annual return | 8.57% | 11.27%-2.7pp | 133.74%-125.2pp | 35.66%-27.1pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,160 | $4,037+52.6% | $4,417+39.5% | $4,299+43.3% |
| Admin fee / account holder | $2,809 | $6,958-59.6% | $8,287-66.1% | $6,924-59.4% |