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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 | $92,486 | $79,557+16.3% | $118,746-22.1% | $70,126+31.9% |
| Participation rate | 73.0% | 71.4%+1.6pp | 78.3%-5.3pp | 69.5%+3.4pp |
| Annual return | 11.98% | 25.64%-13.7pp | 24.54%-12.6pp | 73.15%-61.2pp |
| Employer contribution / active EE | $0 | $2,861-100.0% | $4,193-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,928 | $4,089-28.4% | $5,332-45.1% | $3,332-12.1% |
| Admin fee / account holder | $458 | $5,374-91.5% | $10,720-95.7% | $4,645-90.1% |