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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 | $16,536 | $48,078-65.6% | $78,676-79.0% | $62,881-73.7% |
| Participation rate | 74.5% | 65.2%+9.3pp | 73.6%+0.9pp | 69.3%+5.2pp |
| Annual return | 1.02% | 31.36%-30.3pp | 62.19%-61.2pp | 20.14%-19.1pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,207 | $2,587+23.9% | $3,517-8.8% | $3,203+0.1% |
| Admin fee / account holder | $657 | $3,206-79.5% | $4,510-85.4% | $4,296-84.7% |