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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 | $29,555 | $72,071-59.0% | $68,368-56.8% | $137,256-78.5% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.0%+1.9pp |
| Annual return | 4.52% | 353.14%-348.6pp | 292.57%-288.1pp | 220.34%-215.8pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,500 | $4,410+70.1% | $4,123+81.9% | $6,407+17.1% |
| Admin fee / account holder | $6,487 | $5,336+21.6% | $5,150+26.0% | $12,270-47.1% |