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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 | $13,865 | $100,970-86.3% | $96,576-85.6% | $137,256-89.9% |
| Participation rate | 82.4% | 82.6%-0.3pp | 81.4%+0.9pp | 80.0%+2.4pp |
| Annual return | 10.33% | 38.16%-27.8pp | 38.47%-28.1pp | 220.34%-210.0pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,815 | $8,286-17.8% | $7,956-14.3% | $6,407+6.4% |
| Admin fee / account holder | $1,725 | $11,312-84.8% | $11,381-84.8% | $12,270-85.9% |