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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 | $138,162 | $106,749+29.4% | $145,433-5.0% | $82,448+67.6% |
| Participation rate | 80.6% | 75.6%+5.0pp | 82.1%-1.5pp | 68.1%+12.6pp |
| Annual return | 13.76% | 27.59%-13.8pp | 66.58%-52.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,629 | $6,519+32.4% | $7,897+9.3% | $4,139+108.5% |
| Admin fee / account holder | $2,207 | $8,390-73.7% | $13,129-83.2% | $7,234-69.5% |