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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 | $20,389 | $58,627-65.2% | $76,735-73.4% | $82,448-75.3% |
| Participation rate | 82.1% | 63.2%+18.9pp | 69.5%+12.6pp | 68.1%+14.1pp |
| Annual return | 12.62% | 39.10%-26.5pp | 29.77%-17.1pp | 41.64%-29.0pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,382 | $3,134-24.0% | $4,088-41.7% | $4,139-42.4% |
| Admin fee / account holder | $409 | $5,323-92.3% | $7,189-94.3% | $7,234-94.4% |