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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 | $9,518 | $81,276-88.3% | $155,574-93.9% | $80,925-88.2% |
| Participation rate | 92.3% | 66.2%+26.1pp | 78.2%+14.1pp | 67.7%+24.6pp |
| Annual return | 4.19% | 33.36%-29.2pp | 64.87%-60.7pp | 35.65%-31.5pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,256 | $3,453-5.7% | $5,629-42.2% | $4,299-24.3% |
| Admin fee / account holder | $670 | $7,993-91.6% | $15,914-95.8% | $6,940-90.3% |