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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 | $31,953 | $73,787-56.7% | $98,716-67.6% | $82,448-61.2% |
| Participation rate | 89.2% | 61.4%+27.8pp | 69.3%+19.9pp | 68.1%+21.1pp |
| Annual return | 6.59% | 18.57%-12.0pp | 31.81%-25.2pp | 41.64%-35.0pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,438 | $3,081+76.5% | $4,048+34.3% | $4,139+31.4% |
| Admin fee / account holder | $4,055 | $6,500-37.6% | $8,703-53.4% | $7,234-44.0% |