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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 | $7,363 | $76,407-90.4% | $150,298-95.1% | $82,448-91.1% |
| Participation rate | 84.4% | 66.4%+18.0pp | 77.8%+6.6pp | 68.1%+16.3pp |
| Annual return | 10.27% | 39.99%-29.7pp | 62.79%-52.5pp | 41.64%-31.4pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,527 | $3,214-21.4% | $5,453-53.7% | $4,139-39.0% |
| Admin fee / account holder | $998 | $6,352-84.3% | $14,116-92.9% | $7,234-86.2% |