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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 | $40,307 | $185,141-78.2% | $153,416-73.7% | $155,188-74.0% |
| Participation rate | 90.5% | 79.9%+10.6pp | 74.3%+16.1pp | 80.8%+9.7pp |
| Annual return | 4.20% | 18.72%-14.5pp | 17.84%-13.6pp | 148.84%-144.6pp |
| Employer contribution / active EE | $2,568 | $4,489-42.8% | $3,764-31.8% | $4,248-39.5% |
| Participant deferral / active EE | $0 | $5,477-100.0% | $4,723-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,100 | $16,005-93.1% | $13,095-91.6% | $14,480-92.4% |