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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 | $63,524 | $49,657+27.9% | $93,063-31.7% | $67,986-6.6% |
| Participation rate | 90.4% | 49.9%+40.4pp | 72.1%+18.2pp | 57.2%+33.1pp |
| Annual return | 13.19% | 26.27%-13.1pp | 34.15%-21.0pp | 31.67%-18.5pp |
| Employer contribution / active EE | $0 | $1,279-100.0% | $2,476-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,444 | $2,484+38.6% | $3,958-13.0% | $3,358+2.5% |
| Admin fee / account holder | $22,298 | $2,843+684.4% | $6,033+269.6% | $3,203+596.1% |