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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 | $18,985 | $107,353-82.3% | $92,903-79.6% | $152,885-87.6% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.5%-2.5pp |
| Annual return | 1.97% | 145.62%-143.6pp | 109.43%-107.5pp | 345.39%-343.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,893 | $4,848-40.3% | $4,238-31.7% | $5,851-50.5% |
| Admin fee / account holder | $3,240 | $7,081-54.2% | $5,795-44.1% | $11,598-72.1% |