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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 | $62,853 | $95,453-34.2% | $112,040-43.9% | $82,448-23.8% |
| Participation rate | 86.7% | 72.8%+13.9pp | 76.5%+10.2pp | 68.1%+18.6pp |
| Annual return | 11.43% | 23.92%-12.5pp | 24.52%-13.1pp | 41.64%-30.2pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,804 | $4,224-9.9% | $5,098-25.4% | $4,139-8.1% |
| Admin fee / account holder | $2,898 | $9,013-67.9% | $12,098-76.0% | $7,234-59.9% |