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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 | $66,870 | $79,894-16.3% | $135,792-50.8% | $82,637-19.1% |
| Participation rate | 90.6% | 63.0%+27.6pp | 72.6%+18.0pp | 68.1%+22.6pp |
| Annual return | 10.69% | 17.20%-6.5pp | 25.96%-15.3pp | 53.51%-42.8pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,496-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,199 | $3,194+0.2% | $4,759-32.8% | $4,126-22.5% |
| Admin fee / account holder | $560 | $6,434-91.3% | $12,266-95.4% | $7,339-92.4% |