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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 | $43,540 | $111,814-61.1% | $103,378-57.9% | $145,978-70.2% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 8.90% | 24.80%-15.9pp | 24.91%-16.0pp | 550.52%-541.6pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,575 | $5,618-18.6% | $5,058-9.5% | $6,690-31.6% |
| Admin fee / account holder | $2,503 | $9,764-74.4% | $8,401-70.2% | $13,400-81.3% |