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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 | $40,891 | $78,520-47.9% | $96,576-57.7% | $82,448-50.4% |
| Participation rate | 76.7% | 77.7%-1.1pp | 81.4%-4.8pp | 68.1%+8.6pp |
| Annual return | 12.94% | 41.30%-28.4pp | 38.47%-25.5pp | 41.64%-28.7pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,186 | $6,754-52.8% | $7,956-60.0% | $4,139-23.0% |
| Admin fee / account holder | $1,081 | $13,455-92.0% | $11,381-90.5% | $7,234-85.1% |