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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 | $24,053 | $93,589-74.3% | $135,942-82.3% | $75,181-68.0% |
| Participation rate | 86.1% | 75.2%+10.9pp | 81.9%+4.2pp | 67.2%+18.9pp |
| Annual return | 12.73% | 30.90%-18.2pp | 68.28%-55.5pp | 160.69%-148.0pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,533 | $6,405-29.2% | $7,759-41.6% | $4,126+9.9% |
| Admin fee / account holder | $1,849 | $6,977-73.5% | $10,764-82.8% | $5,650-67.3% |