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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 | $41,406 | $106,524-61.1% | $152,301-72.8% | $87,485-52.7% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.4%-2.4pp | 68.9%+11.1pp |
| Annual return | 13.92% | 26.89%-13.0pp | 80.50%-66.6pp | 26.06%-12.1pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,290 | $6,525+57.7% | $8,004+28.6% | $4,274+140.8% |
| Admin fee / account holder | $7,353 | $8,287-11.3% | $14,398-48.9% | $7,775-5.4% |