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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 | $88,455 | $101,302-12.7% | $149,600-40.9% | $82,637+7.0% |
| Participation rate | 98.1% | 72.5%+25.7pp | 77.2%+21.0pp | 68.1%+30.1pp |
| Annual return | 8.18% | 21.39%-13.2pp | 129.59%-121.4pp | 53.51%-45.3pp |
| Employer contribution / active EE | $2,009 | $3,099-35.2% | $4,193-52.1% | $2,552-21.3% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $7,203-100.0% | $4,126-100.0% |
| Admin fee / account holder | $414 | $8,449-95.1% | $13,963-97.0% | $7,339-94.4% |