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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 | $57,073-16.6% | $85,126-44.1% | $80,925-41.2% |
| Participation rate | 97.3% | 56.4%+40.9pp | 67.5%+29.8pp | 67.7%+29.6pp |
| Annual return | 10.49% | 21.69%-11.2pp | 66.63%-56.1pp | 35.65%-25.2pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,088 | $3,113+31.3% | $4,523-9.6% | $4,299-4.9% |
| Admin fee / account holder | $1,142 | $4,988-77.1% | $6,160-81.5% | $6,940-83.5% |