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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 | $78,495 | $73,981+6.1% | $105,754-25.8% | $62,881+24.8% |
| Participation rate | 76.9% | 71.7%+5.2pp | 78.9%-2.0pp | 69.3%+7.6pp |
| Annual return | 4.21% | 17.60%-13.4pp | 12.25%-8.0pp | 20.14%-15.9pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,079-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,679 | $4,038-33.7% | $5,326-49.7% | $3,203-16.4% |
| Admin fee / account holder | $10,106 | $5,976+69.1% | $8,309+21.6% | $4,296+135.3% |