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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 | $103,571 | $74,535+39.0% | $100,712+2.8% | $82,637+25.3% |
| Participation rate | 96.2% | 61.2%+35.0pp | 69.3%+26.9pp | 68.1%+28.1pp |
| Annual return | 6.24% | 18.92%-12.7pp | 33.27%-27.0pp | 53.51%-47.3pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,908 | $3,074+124.7% | $4,085+69.1% | $4,126+67.4% |
| Admin fee / account holder | $10,902 | $6,576+65.8% | $9,256+17.8% | $7,339+48.6% |