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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 | $58,581 | $121,656-51.8% | $104,614-44.0% | $158,950-63.1% |
| Participation rate | 87.5% | 77.5%+10.0pp | 74.1%+13.4pp | 82.0%+5.5pp |
| Annual return | 2.80% | 465.51%-462.7pp | 340.56%-337.8pp | 302.91%-300.1pp |
| Employer contribution / active EE | $1,250 | $3,164-60.5% | $2,681-53.4% | $4,762-73.8% |
| Participant deferral / active EE | $0 | $4,177-100.0% | $3,739-100.0% | $5,983-100.0% |
| Admin fee / account holder | $738 | $7,775-90.5% | $6,464-88.6% | $11,248-93.4% |