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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 | $90,757 | $49,976+81.6% | $66,674+36.1% | $82,637+9.8% |
| Participation rate | 82.8% | 63.1%+19.7pp | 73.7%+9.1pp | 68.1%+14.7pp |
| Annual return | 3.59% | 39.09%-35.5pp | 321.24%-317.7pp | 53.51%-49.9pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,391 | $2,847+124.5% | $4,084+56.5% | $4,126+54.9% |
| Admin fee / account holder | $2,246 | $4,594-51.1% | $5,098-55.9% | $7,339-69.4% |