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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 | $102,609-86.5% | $98,090-85.9% | $138,895-90.0% |
| Participation rate | 82.4% | 82.8%-0.4pp | 81.5%+0.8pp | 79.9%+2.4pp |
| Annual return | 10.33% | 36.44%-26.1pp | 37.05%-26.7pp | 145.39%-135.1pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,815 | $8,167-16.6% | $7,845-13.1% | $6,396+6.6% |
| Admin fee / account holder | $1,725 | $11,434-84.9% | $11,815-85.4% | $12,562-86.3% |