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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 | $55,457+11.4% | $77,361-20.1% | $94,015-34.3% |
| Participation rate | 84.8% | 69.8%+15.0pp | 75.0%+9.9pp | 70.8%+14.0pp |
| Annual return | 9.46% | 15.57%-6.1pp | 1011.54%-1002.1pp | 17.84%-8.4pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,863 | $3,069-6.7% | $3,911-26.8% | $4,249-32.6% |
| Admin fee / account holder | $8,022 | $4,334+85.1% | $5,894+36.1% | $8,951-10.4% |