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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 | $103,229 | $65,961+56.5% | $180,320-42.8% | $94,015+9.8% |
| Participation rate | 96.2% | 61.3%+34.9pp | 71.5%+24.6pp | 70.8%+25.3pp |
| Annual return | 9.82% | 14.27%-4.5pp | 778.54%-768.7pp | 17.84%-8.0pp |
| Employer contribution / active EE | $0 | $1,737-100.0% | $4,108-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $5,132 | $3,003+70.9% | $4,304+19.2% | $4,249+20.8% |
| Admin fee / account holder | $12,603 | $4,901+157.2% | $10,000+26.0% | $8,951+40.8% |