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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 | $73,109 | $106,749-31.5% | $145,433-49.7% | $82,448-11.3% |
| Participation rate | 78.1% | 75.6%+2.5pp | 82.1%-4.0pp | 68.1%+10.1pp |
| Annual return | 9.27% | 27.59%-18.3pp | 66.58%-57.3pp | 41.64%-32.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,230 | $6,519-35.1% | $7,897-46.4% | $4,139+2.2% |
| Admin fee / account holder | $3,898 | $8,390-53.5% | $13,129-70.3% | $7,234-46.1% |