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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 | $9,661 | $88,996-89.1% | $78,004-87.6% | $138,895-93.0% |
| Participation rate | 73.3% | 74.4%-1.0pp | 69.4%+3.9pp | 79.9%-6.6pp |
| Annual return | 8.57% | 28.03%-19.5pp | 31.07%-22.5pp | 145.39%-136.8pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,884 | $4,724-38.9% | $4,092-29.5% | $6,396-54.9% |
| Admin fee / account holder | $874 | $8,807-90.1% | $7,578-88.5% | $12,562-93.0% |