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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 | $47,391 | $78,520-39.6% | $96,576-50.9% | $82,448-42.5% |
| Participation rate | 95.8% | 77.7%+18.1pp | 81.4%+14.4pp | 68.1%+27.8pp |
| Annual return | 13.45% | 41.30%-27.8pp | 38.47%-25.0pp | 41.64%-28.2pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,443 | $6,754-19.4% | $7,956-31.6% | $4,139+31.5% |
| Admin fee / account holder | $7,603 | $13,455-43.5% | $11,381-33.2% | $7,234+5.1% |