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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 | $12,453 | $51,638-75.9% | $129,406-90.4% | $80,959-84.6% |
| Participation rate | 96.0% | 56.9%+39.1pp | 69.6%+26.4pp | 67.7%+28.3pp |
| Annual return | 10.91% | 20.78%-9.9pp | 9468.18%-9457.3pp | 35.67%-24.8pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,226 | $2,670+20.8% | $4,167-22.6% | $4,300-25.0% |
| Admin fee / account holder | $395 | $4,313-90.8% | $7,689-94.9% | $6,925-94.3% |