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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 | $241,491 | $154,159+56.7% | $130,026+85.7% | $139,456+73.2% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.5%+11.5pp | 80.3%+9.7pp |
| Annual return | 7.13% | 32.50%-25.4pp | -137.26%+144.4pp | 373.45%-366.3pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $7,636 | $6,710+13.8% | $5,821+31.2% | $6,711+13.8% |
| Admin fee / account holder | $1,952 | $14,001-86.1% | $10,608-81.6% | $11,407-82.9% |