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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 | $14,416 | $57,590-75.0% | $86,233-83.3% | $82,448-82.5% |
| Participation rate | 88.6% | 57.9%+30.7pp | 69.0%+19.6pp | 68.1%+20.5pp |
| Annual return | 12.32% | 22.41%-10.1pp | 61.39%-49.1pp | 41.64%-29.3pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,903 | $3,080+26.7% | $4,559-14.4% | $4,139-5.7% |
| Admin fee / account holder | $4,855 | $4,730+2.6% | $8,342-41.8% | $7,234-32.9% |