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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 | $9,591 | $75,541-87.3% | $152,093-93.7% | $82,637-88.4% |
| Participation rate | 75.0% | 66.5%+8.5pp | 77.8%-2.8pp | 68.1%+6.9pp |
| Annual return | 11.10% | 32.56%-21.5pp | 66.36%-55.3pp | 53.51%-42.4pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,443 | $3,206-55.0% | $5,451-73.5% | $4,126-65.0% |
| Admin fee / account holder | $433 | $6,405-93.2% | $14,497-97.0% | $7,339-94.1% |