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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 | $70,532-79.0% | $68,948-78.5% | $137,256-89.2% |
| Participation rate | 75.0% | 81.0%-6.0pp | 79.2%-4.2pp | 80.0%-5.0pp |
| Annual return | 12.00% | 32.56%-20.6pp | 28.39%-16.4pp | 220.34%-208.3pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $4,165-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,496 | $6,773-77.9% | $6,186-75.8% | $6,407-76.7% |
| Admin fee / account holder | $1,127 | $7,916-85.8% | $7,539-85.1% | $12,270-90.8% |