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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 | $32,700 | $76,407-57.2% | $150,298-78.2% | $82,448-60.3% |
| Participation rate | 82.9% | 66.4%+16.5pp | 77.8%+5.1pp | 68.1%+14.8pp |
| Annual return | 13.03% | 39.99%-27.0pp | 62.79%-49.8pp | 41.64%-28.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,610 | $3,214-18.8% | $5,453-52.1% | $4,139-36.9% |
| Admin fee / account holder | $3,200 | $6,352-49.6% | $14,116-77.3% | $7,234-55.8% |