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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 | $24,949 | $78,013-68.0% | $178,449-86.0% | $80,911-69.2% |
| Participation rate | 89.5% | 65.7%+23.8pp | 77.1%+12.4pp | 67.6%+21.8pp |
| Annual return | 10.55% | 18.07%-7.5pp | 27.09%-16.5pp | 35.63%-25.1pp |
| Employer contribution / active EE | $0 | $2,287-100.0% | $3,951-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,064 | $4,408-53.2% | $6,277-67.1% | $4,297-52.0% |
| Admin fee / account holder | $2,436 | $7,166-66.0% | $10,362-76.5% | $6,935-64.9% |