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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 | $99,875-26.8% | $146,866-50.2% | $86,983-16.0% |
| Participation rate | 78.1% | 75.8%+2.3pp | 82.5%-4.4pp | 69.5%+8.6pp |
| Annual return | 9.27% | 28.10%-18.8pp | 102.85%-93.6pp | 25.83%-16.6pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,230 | $6,322-33.1% | $7,759-45.5% | $4,194+0.9% |
| Admin fee / account holder | $3,898 | $7,838-50.3% | $13,620-71.4% | $7,856-50.4% |