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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 | $77,574+33.5% | $108,753-4.8% | $86,983+19.1% |
| Participation rate | 96.2% | 62.3%+33.9pp | 71.1%+25.1pp | 69.5%+26.6pp |
| Annual return | 6.24% | 18.42%-12.2pp | 37.47%-31.2pp | 25.83%-19.6pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,908 | $3,128+120.8% | $4,115+67.9% | $4,194+64.7% |
| Admin fee / account holder | $10,902 | $6,529+67.0% | $10,320+5.6% | $7,856+38.8% |