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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 | $53,205 | $46,877+13.5% | $122,354-56.5% | $70,126-24.1% |
| Participation rate | 93.4% | 58.2%+35.2pp | 71.6%+21.8pp | 69.5%+23.9pp |
| Annual return | 10.17% | 24.22%-14.1pp | 30.28%-20.1pp | 73.15%-63.0pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,296 | $2,167+5.9% | $3,287-30.2% | $3,332-31.1% |
| Admin fee / account holder | $3,690 | $3,324+11.0% | $5,479-32.7% | $4,645-20.6% |