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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 | $53,723 | $99,652-46.1% | $78,778-31.8% | $147,586-63.6% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.2%+14.1pp | 82.8%+0.5pp |
| Annual return | 6.57% | 47.28%-40.7pp | 35.62%-29.1pp | 578.59%-572.0pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,433 | $3,664+75.6% | $2,958+117.4% | $5,439+18.3% |
| Admin fee / account holder | $1,596 | $7,155-77.7% | $5,134-68.9% | $10,886-85.3% |