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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 | $106,749-61.2% | $145,433-71.5% | $82,448-49.8% |
| Participation rate | 80.0% | 75.6%+4.4pp | 82.1%-2.1pp | 68.1%+11.9pp |
| Annual return | 13.92% | 27.59%-13.7pp | 66.58%-52.7pp | 41.64%-27.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,290 | $6,519+57.9% | $7,897+30.3% | $4,139+148.6% |
| Admin fee / account holder | $7,353 | $8,390-12.4% | $13,129-44.0% | $7,234+1.6% |