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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 | $48,693 | $86,940-44.0% | $102,434-52.5% | $80,935-39.8% |
| Participation rate | 87.2% | 72.4%+14.8pp | 76.5%+10.7pp | 67.7%+19.5pp |
| Annual return | 8.09% | 18.89%-10.8pp | 29.46%-21.4pp | 35.66%-27.6pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,775 | $4,121-8.4% | $5,055-25.3% | $4,299-12.2% |
| Admin fee / account holder | $3,371 | $8,047-58.1% | $9,462-64.4% | $6,924-51.3% |