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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 | $71,066 | $97,648-27.2% | $121,663-41.6% | $87,485-18.8% |
| Participation rate | 70.6% | 70.5%+0.1pp | 74.5%-3.9pp | 68.9%+1.7pp |
| Annual return | 9.87% | 18.03%-8.2pp | 147.54%-137.7pp | 26.06%-16.2pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,648 | $3,923+44.0% | $4,887+15.6% | $4,274+32.2% |
| Admin fee / account holder | $8,253 | $11,100-25.7% | $14,289-42.2% | $7,775+6.1% |