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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 | $83,898+23.4% | $133,346-22.3% | $94,015+10.2% |
| Participation rate | 96.2% | 63.4%+32.8pp | 72.8%+23.3pp | 70.8%+25.3pp |
| Annual return | 6.24% | 16.00%-9.8pp | 36.85%-30.6pp | 17.84%-11.6pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $6,908 | $3,245+112.9% | $4,332+59.5% | $4,249+62.6% |
| Admin fee / account holder | $10,902 | $7,809+39.6% | $14,264-23.6% | $8,951+21.8% |