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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 | $33,619 | $77,472-56.6% | $100,392-66.5% | $80,935-58.5% |
| Participation rate | 88.5% | 76.9%+11.5pp | 81.5%+7.0pp | 67.7%+20.8pp |
| Annual return | 6.77% | 37.26%-30.5pp | 49.45%-42.7pp | 35.66%-28.9pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,474 | $6,818-49.1% | $8,090-57.1% | $4,299-19.2% |
| Admin fee / account holder | $4,617 | $5,885-21.5% | $7,904-41.6% | $6,924-33.3% |