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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 | $47,961 | $70,366-31.8% | $66,674-28.1% | $138,895-65.5% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.7%+8.1pp | 79.9%+1.9pp |
| Annual return | 12.26% | 386.41%-374.1pp | 321.24%-309.0pp | 145.39%-133.1pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,200 | $4,374-4.0% | $4,084+2.8% | $6,396-34.3% |
| Admin fee / account holder | $5,095 | $5,262-3.2% | $5,098-0.1% | $12,562-59.4% |