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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 | $78,197-47.7% | $98,090-58.3% | $82,637-50.5% |
| Participation rate | 76.7% | 77.5%-0.8pp | 81.5%-4.9pp | 68.1%+8.6pp |
| Annual return | 12.94% | 40.25%-27.3pp | 37.05%-24.1pp | 53.51%-40.6pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,186 | $6,636-52.0% | $7,845-59.4% | $4,126-22.8% |
| Admin fee / account holder | $1,081 | $14,832-92.7% | $11,815-90.9% | $7,339-85.3% |