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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 | $69,444-70.6% | $92,985-78.1% | $87,485-76.7% |
| Participation rate | 82.1% | 63.3%+18.9pp | 69.5%+12.7pp | 68.9%+13.2pp |
| Annual return | 12.62% | 23.85%-11.2pp | 27.99%-15.4pp | 26.06%-13.4pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,382 | $3,364-29.2% | $4,377-45.6% | $4,274-44.3% |
| Admin fee / account holder | $409 | $6,137-93.3% | $9,463-95.7% | $7,775-94.7% |