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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 | $20,782 | $99,875-79.2% | $146,866-85.8% | $86,983-76.1% |
| Participation rate | 85.3% | 75.8%+9.5pp | 82.5%+2.8pp | 69.5%+15.8pp |
| Annual return | 11.05% | 28.10%-17.0pp | 102.85%-91.8pp | 25.83%-14.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,987 | $6,322-52.8% | $7,759-61.5% | $4,194-28.8% |
| Admin fee / account holder | $1,058 | $7,838-86.5% | $13,620-92.2% | $7,856-86.5% |