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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 | $63,616 | $81,208-21.7% | $98,920-35.7% | $79,852-20.3% |
| Participation rate | 97.1% | 72.5%+24.6pp | 76.0%+21.1pp | 69.6%+27.5pp |
| Annual return | 1.50% | 60.99%-59.5pp | 196.47%-195.0pp | 31.72%-30.2pp |
| Employer contribution / active EE | $2,609 | $1,960+33.1% | $2,689-3.0% | $2,471+5.6% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,853 | $6,013-69.2% | $6,643-72.1% | $5,306-65.1% |