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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 | $22,474 | $81,331-72.4% | $155,534-85.6% | $80,935-72.2% |
| Participation rate | 82.9% | 66.3%+16.6pp | 78.2%+4.6pp | 67.7%+15.2pp |
| Annual return | 7.15% | 33.37%-26.2pp | 64.92%-57.8pp | 35.66%-28.5pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,216 | $3,454-6.9% | $5,630-42.9% | $4,299-25.2% |
| Admin fee / account holder | $3,033 | $7,999-62.1% | $15,900-80.9% | $6,924-56.2% |