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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 | $57,791 | $65,027-11.1% | $90,970-36.5% | $79,852-27.6% |
| Participation rate | 70.7% | 61.6%+9.1pp | 69.0%+1.7pp | 69.6%+1.1pp |
| Annual return | 9.05% | 30.45%-21.4pp | 134.58%-125.5pp | 31.72%-22.7pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,197 | $2,512+27.3% | $3,373-5.2% | $3,740-14.5% |
| Admin fee / account holder | $2,828 | $4,535-37.6% | $5,960-52.6% | $5,306-46.7% |