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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 | $70,366-58.0% | $66,674-55.7% | $138,895-78.7% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.7%+8.1pp | 79.9%+1.9pp |
| Annual return | 4.52% | 386.41%-381.9pp | 321.24%-316.7pp | 145.39%-140.9pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,500 | $4,374+71.5% | $4,084+83.6% | $6,396+17.2% |
| Admin fee / account holder | $6,487 | $5,262+23.3% | $5,098+27.2% | $12,562-48.4% |