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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 | $52,789 | $78,690-32.9% | $161,489-67.3% | $87,485-39.7% |
| Participation rate | 89.4% | 67.5%+21.9pp | 78.7%+10.7pp | 68.9%+20.4pp |
| Annual return | 11.17% | 32.74%-21.6pp | 89.72%-78.6pp | 26.06%-14.9pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,211 | $3,311+27.2% | $5,630-25.2% | $4,274-1.5% |
| Admin fee / account holder | $5,001 | $6,724-25.6% | $16,006-68.8% | $7,775-35.7% |