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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 | $96,210 | $117,904-18.4% | $102,457-6.1% | $145,978-34.1% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 7.23% | 31.80%-24.6pp | 29.41%-22.2pp | 550.52%-543.3pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,462 | $5,733+99.9% | $5,054+126.8% | $6,690+71.3% |
| Admin fee / account holder | $337 | $13,329-97.5% | $9,451-96.4% | $13,400-97.5% |