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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 | $84,681 | $106,749-20.7% | $145,433-41.8% | $82,448+2.7% |
| Participation rate | 74.2% | 75.6%-1.5pp | 82.1%-7.9pp | 68.1%+6.1pp |
| Annual return | 10.36% | 27.59%-17.2pp | 66.58%-56.2pp | 41.64%-31.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,774 | $6,519+3.9% | $7,897-14.2% | $4,139+63.6% |
| Admin fee / account holder | $14,944 | $8,390+78.1% | $13,129+13.8% | $7,234+106.6% |