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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 | $60,442-76.1% | $96,754-85.1% | $87,485-83.5% |
| Participation rate | 88.6% | 58.7%+29.9pp | 70.3%+18.3pp | 68.9%+19.6pp |
| Annual return | 12.32% | 21.97%-9.7pp | 82.04%-69.7pp | 26.06%-13.7pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,903 | $3,280+19.0% | $4,758-18.0% | $4,274-8.7% |
| Admin fee / account holder | $4,855 | $5,069-4.2% | $8,905-45.5% | $7,775-37.6% |