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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 | $59,440-65.7% | $78,004-73.9% | $82,637-75.3% |
| Participation rate | 82.1% | 62.8%+19.3pp | 69.4%+12.7pp | 68.1%+14.1pp |
| Annual return | 12.62% | 40.24%-27.6pp | 31.07%-18.5pp | 53.51%-40.9pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,382 | $3,138-24.1% | $4,092-41.8% | $4,126-42.3% |
| Admin fee / account holder | $409 | $5,504-92.6% | $7,578-94.6% | $7,339-94.4% |