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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 | $72,372 | $81,331-11.0% | $155,534-53.5% | $80,935-10.6% |
| Participation rate | 81.9% | 66.3%+15.7pp | 78.2%+3.7pp | 67.7%+14.3pp |
| Annual return | 8.10% | 33.37%-25.3pp | 64.92%-56.8pp | 35.66%-27.6pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,091 | $3,454+76.3% | $5,630+8.2% | $4,299+41.7% |
| Admin fee / account holder | $5,955 | $7,999-25.6% | $15,900-62.5% | $6,924-14.0% |