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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 | $47,608 | $57,140-16.7% | $85,240-44.1% | $80,959-41.2% |
| Participation rate | 97.3% | 56.4%+40.9pp | 67.5%+29.8pp | 67.7%+29.6pp |
| Annual return | 10.49% | 21.71%-11.2pp | 66.75%-56.3pp | 35.67%-25.2pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,088 | $3,115+31.2% | $4,527-9.7% | $4,300-4.9% |
| Admin fee / account holder | $1,142 | $4,992-77.1% | $6,165-81.5% | $6,925-83.5% |