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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 | $92,768 | $91,086+1.8% | $203,872-54.5% | $86,983+6.7% |
| Participation rate | 72.0% | 65.8%+6.2pp | 77.8%-5.8pp | 69.5%+2.5pp |
| Annual return | 9.98% | 22.30%-12.3pp | 85.11%-75.1pp | 25.83%-15.8pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,757-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,246 | $4,019-44.1% | $6,388-64.8% | $4,194-46.4% |
| Admin fee / account holder | $2,019 | $8,987-77.5% | $11,730-82.8% | $7,856-74.3% |