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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 | $58,506 | $93,589-37.5% | $135,942-57.0% | $75,181-22.2% |
| Participation rate | 80.8% | 75.2%+5.6pp | 81.9%-1.1pp | 67.2%+13.6pp |
| Annual return | 14.87% | 30.90%-16.0pp | 68.28%-53.4pp | 160.69%-145.8pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $11,819 | $6,405+84.5% | $7,759+52.3% | $4,126+186.5% |
| Admin fee / account holder | $3,606 | $6,977-48.3% | $10,764-66.5% | $5,650-36.2% |