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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 | $8,064 | $102,245-92.1% | $89,340-91.0% | $137,256-94.1% |
| Participation rate | 94.1% | 74.9%+19.2pp | 69.6%+24.6pp | 80.0%+14.2pp |
| Annual return | 0.62% | 21.89%-21.3pp | 20.57%-20.0pp | 220.34%-219.7pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,152 | $4,436-6.4% | $3,823+8.6% | $6,407-35.2% |
| Admin fee / account holder | $1,100 | $8,085-86.4% | $6,704-83.6% | $12,270-91.0% |