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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 | $49,651 | $110,248-55.0% | $95,728-48.1% | $139,456-64.4% |
| Participation rate | 75.0% | 75.7%-0.7pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 6.14% | 27.16%-21.0pp | 28.40%-22.3pp | 373.45%-367.3pp |
| Employer contribution / active EE | $0 | $3,258-100.0% | $2,835-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,909 | $4,675-37.8% | $4,245-31.5% | $6,711-56.7% |
| Admin fee / account holder | $2,678 | $6,607-59.5% | $5,673-52.8% | $11,407-76.5% |