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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 | $46,093 | $25,014+84.3% | $69,632-33.8% | $80,959-43.1% |
| Participation rate | 79.5% | 64.2%+15.3pp | 66.4%+13.1pp | 67.7%+11.9pp |
| Annual return | 9.05% | 19.08%-10.0pp | 101.32%-92.3pp | 35.67%-26.6pp |
| Employer contribution / active EE | $0 | $991-100.0% | $1,708-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,173 | $1,840+18.1% | $2,889-24.8% | $4,300-49.5% |
| Admin fee / account holder | $667 | $2,491-73.2% | $4,695-85.8% | $6,925-90.4% |