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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 | $44,167 | $46,596-5.2% | $64,099-31.1% | $75,181-41.3% |
| Participation rate | 78.9% | 65.9%+13.0pp | 72.3%+6.6pp | 67.2%+11.7pp |
| Annual return | 9.25% | 26.04%-16.8pp | 33.70%-24.4pp | 160.69%-151.4pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,748-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,379 | $2,837+19.1% | $3,881-12.9% | $4,126-18.1% |
| Admin fee / account holder | $432 | $2,954-85.4% | $3,070-85.9% | $5,650-92.4% |