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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 | $78,353 | $93,598-16.3% | $135,974-42.4% | $75,173+4.2% |
| Participation rate | 82.4% | 75.2%+7.2pp | 81.9%+0.4pp | 67.2%+15.1pp |
| Annual return | 15.12% | 30.89%-15.8pp | 68.30%-53.2pp | 160.72%-145.6pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,537 | $6,405-60.4% | $7,760-67.3% | $4,126-38.5% |
| Admin fee / account holder | $1,869 | $6,978-73.2% | $10,767-82.6% | $5,651-66.9% |