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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 | $61,796 | $47,479+30.2% | $62,929-1.8% | $82,448-25.0% |
| Participation rate | 84.8% | 66.9%+18.0pp | 73.1%+11.7pp | 68.1%+16.8pp |
| Annual return | 9.46% | 20.34%-10.9pp | 1063.93%-1054.5pp | 41.64%-32.2pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,863 | $2,870-0.3% | $3,888-26.4% | $4,139-30.8% |
| Admin fee / account holder | $8,022 | $3,804+110.9% | $5,065+58.4% | $7,234+10.9% |