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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 | $14,808 | $90,538-83.6% | $88,457-83.3% | $154,746-90.4% |
| Participation rate | 75.0% | 80.9%-5.9pp | 78.6%-3.6pp | 80.7%-5.7pp |
| Annual return | 12.00% | 37.97%-26.0pp | 32.69%-20.7pp | 172.34%-160.3pp |
| Employer contribution / active EE | $0 | $4,914-100.0% | $4,681-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,496 | $6,073-75.4% | $5,667-73.6% | $6,730-77.8% |
| Admin fee / account holder | $1,127 | $10,337-89.1% | $9,606-88.3% | $14,365-92.2% |