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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 | $31,818 | $81,504-61.0% | $102,437-68.9% | $80,959-60.7% |
| Participation rate | 96.4% | 66.9%+29.6pp | 74.5%+21.9pp | 67.7%+28.8pp |
| Annual return | 6.34% | 25.60%-19.3pp | 24.95%-18.6pp | 35.67%-29.3pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,051 | $3,871+30.5% | $5,060-0.2% | $4,300+17.5% |
| Admin fee / account holder | $1,757 | $6,719-73.9% | $8,388-79.1% | $6,925-74.6% |