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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 | $51,111 | $67,411-24.2% | $91,004-43.8% | $70,126-27.1% |
| Participation rate | 98.0% | 71.4%+26.6pp | 75.6%+22.4pp | 69.5%+28.4pp |
| Annual return | 11.17% | -40.16%+51.3pp | 4.60%+6.6pp | 73.15%-62.0pp |
| Employer contribution / active EE | $5,364 | $1,786+200.3% | $2,456+118.4% | $2,343+129.0% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $953 | $4,236-77.5% | $5,417-82.4% | $4,645-79.5% |