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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 | $225,529 | $106,524+111.7% | $152,301+48.1% | $87,485+157.8% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.4%+5.6pp | 68.9%+19.1pp |
| Annual return | 13.24% | 26.89%-13.6pp | 80.50%-67.3pp | 26.06%-12.8pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $16,493 | $6,525+152.8% | $8,004+106.1% | $4,274+285.9% |
| Admin fee / account holder | $2,234 | $8,287-73.0% | $14,398-84.5% | $7,775-71.3% |