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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 | $35,292 | $86,949-59.4% | $102,460-65.6% | $80,959-56.4% |
| Participation rate | 70.6% | 72.4%-1.8pp | 76.5%-5.9pp | 67.7%+2.9pp |
| Annual return | 6.91% | 18.89%-12.0pp | 29.47%-22.6pp | 35.67%-28.8pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,971 | $4,121-52.2% | $5,056-61.0% | $4,300-54.2% |
| Admin fee / account holder | $2,593 | $8,048-67.8% | $9,460-72.6% | $6,925-62.6% |