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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 | $27,286 | $117,895-76.9% | $102,460-73.4% | $145,897-81.3% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 6.71% | 31.92%-25.2pp | 29.47%-22.8pp | 552.29%-545.6pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,582 | $5,736-55.0% | $5,056-48.9% | $6,689-61.4% |
| Admin fee / account holder | $1,434 | $13,353-89.3% | $9,460-84.8% | $13,390-89.3% |