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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 | $76,834-28.5% | $108,359-49.3% | $87,485-37.2% |
| Participation rate | 75.0% | 61.7%+13.3pp | 70.1%+4.9pp | 68.9%+6.1pp |
| Annual return | 11.14% | 19.09%-7.9pp | 36.89%-25.8pp | 26.06%-14.9pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,347 | $3,100-24.3% | $4,137-43.3% | $4,274-45.1% |
| Admin fee / account holder | $1,164 | $6,537-82.2% | $9,741-88.0% | $7,775-85.0% |