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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 | $70,569 | $87,060-18.9% | $105,591-33.2% | $80,911-12.8% |
| Participation rate | 81.1% | 70.4%+10.6pp | 75.3%+5.8pp | 67.6%+13.4pp |
| Annual return | 10.20% | 17.05%-6.8pp | 116.43%-106.2pp | 35.63%-25.4pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,166-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,008-100.0% | $4,297-100.0% |
| Admin fee / account holder | $647 | $8,442-92.3% | $11,024-94.1% | $6,935-90.7% |