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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 | $16,324 | $97,125-83.2% | $86,233-81.1% | $137,256-88.1% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 7.60% | 74.19%-66.6pp | 61.39%-53.8pp | 220.34%-212.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,192 | $5,180-57.7% | $4,559-51.9% | $6,407-65.8% |
| Admin fee / account holder | $15,334 | $9,725+57.7% | $8,342+83.8% | $12,270+25.0% |