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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 | $42,075 | $106,749-60.6% | $145,433-71.1% | $82,448-49.0% |
| Participation rate | 92.3% | 75.6%+16.7pp | 82.1%+10.2pp | 68.1%+24.2pp |
| Annual return | 11.71% | 27.59%-15.9pp | 66.58%-54.9pp | 41.64%-29.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,139 | $6,519-21.2% | $7,897-34.9% | $4,139+24.2% |
| Admin fee / account holder | $1,091 | $8,390-87.0% | $13,129-91.7% | $7,234-84.9% |