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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 | $24,110 | $115,225-79.1% | $100,712-76.1% | $138,895-82.6% |
| Participation rate | 85.7% | 74.3%+11.4pp | 69.3%+16.4pp | 79.9%+5.8pp |
| Annual return | 6.09% | 40.35%-34.3pp | 33.27%-27.2pp | 145.39%-139.3pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,510 | $4,699-46.6% | $4,085-38.5% | $6,396-60.8% |
| Admin fee / account holder | $2,861 | $10,844-73.6% | $9,256-69.1% | $12,562-77.2% |