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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 | $26,566 | $67,602-60.7% | $82,312-67.7% | $70,126-62.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 11.76% | 21.57%-9.8pp | 25.88%-14.1pp | 73.15%-61.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,584 | $2,987-47.0% | $3,706-57.3% | $3,332-52.5% |
| Admin fee / account holder | $1,093 | $4,512-75.8% | $5,608-80.5% | $4,645-76.5% |