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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 | $47,818 | $45,087+6.1% | $69,483-31.2% | $72,976-34.5% |
| Participation rate | 96.4% | 68.5%+28.0pp | 74.6%+21.8pp | 69.5%+26.9pp |
| Annual return | 4.18% | 22.67%-18.5pp | 28.99%-24.8pp | 81.02%-76.8pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,080 | $2,603+56.7% | $3,537+15.4% | $3,608+13.1% |
| Admin fee / account holder | $5,069 | $3,057+65.8% | $3,841+32.0% | $5,124-1.1% |