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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 | $96,300 | $78,423+22.8% | $95,964+0.4% | $79,856+20.6% |
| Participation rate | 79.5% | 73.5%+6.1pp | 77.1%+2.5pp | 69.6%+9.9pp |
| Annual return | 5.30% | 19.37%-14.1pp | 91.64%-86.3pp | 31.71%-26.4pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,318 | $3,440-3.5% | $4,167-20.4% | $3,741-11.3% |
| Admin fee / account holder | $6,110 | $5,622+8.7% | $6,797-10.1% | $5,306+15.1% |