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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 | $51,504 | $105,198-51.0% | $159,455-67.7% | $85,856-40.0% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.8%+13.8pp | 69.3%+27.3pp |
| Annual return | 12.20% | 45.08%-32.9pp | 263.63%-251.4pp | 318.58%-306.4pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,131 | $5,946-47.3% | $7,353-57.4% | $3,952-20.8% |
| Admin fee / account holder | $1,006 | $6,934-85.5% | $10,800-90.7% | $6,261-83.9% |