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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 | $56,018 | $73,787-24.1% | $98,716-43.3% | $82,448-32.1% |
| Participation rate | 70.5% | 61.4%+9.0pp | 69.3%+1.2pp | 68.1%+2.4pp |
| Annual return | 10.72% | 18.57%-7.8pp | 31.81%-21.1pp | 41.64%-30.9pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,979 | $3,081-35.8% | $4,048-51.1% | $4,139-52.2% |
| Admin fee / account holder | $4,566 | $6,500-29.8% | $8,703-47.5% | $7,234-36.9% |