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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 | $33,792 | $46,534-27.4% | $64,097-47.3% | $75,177-55.1% |
| Participation rate | 94.3% | 65.9%+28.4pp | 72.3%+22.0pp | 67.2%+27.1pp |
| Annual return | 11.29% | 26.07%-14.8pp | 33.75%-22.5pp | 160.75%-149.5pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,598 | $2,835-8.3% | $3,881-33.1% | $4,126-37.0% |
| Admin fee / account holder | $1,032 | $2,957-65.1% | $3,070-66.4% | $5,651-81.7% |