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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 | $22,112 | $77,908-71.6% | $149,696-85.2% | $75,173-70.6% |
| Participation rate | 88.1% | 65.6%+22.5pp | 78.8%+9.3pp | 67.2%+20.9pp |
| Annual return | 11.98% | 31.73%-19.7pp | 134.46%-122.5pp | 160.72%-148.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,370 | $3,411-59.8% | $5,682-75.9% | $4,126-66.8% |
| Admin fee / account holder | $438 | $5,950-92.6% | $13,212-96.7% | $5,651-92.2% |