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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 | $54,924 | $73,787-25.6% | $98,716-44.4% | $82,448-33.4% |
| Participation rate | 75.0% | 61.4%+13.6pp | 69.3%+5.7pp | 68.1%+6.9pp |
| Annual return | 11.14% | 18.57%-7.4pp | 31.81%-20.7pp | 41.64%-30.5pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,347 | $3,081-23.8% | $4,048-42.0% | $4,139-43.3% |
| Admin fee / account holder | $1,164 | $6,500-82.1% | $8,703-86.6% | $7,234-83.9% |