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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 | $11,241 | $81,276-86.2% | $155,574-92.8% | $80,925-86.1% |
| Participation rate | 87.8% | 66.2%+21.6pp | 78.2%+9.6pp | 67.7%+20.1pp |
| Annual return | 10.05% | 33.36%-23.3pp | 64.87%-54.8pp | 35.65%-25.6pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,485 | $3,453-28.0% | $5,629-55.9% | $4,299-42.2% |
| Admin fee / account holder | $331 | $7,993-95.9% | $15,914-97.9% | $6,940-95.2% |