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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 | $74,930 | $22,602+231.5% | $65,328+14.7% | $75,181-0.3% |
| Participation rate | 93.3% | 63.1%+30.3pp | 64.9%+28.4pp | 67.2%+26.1pp |
| Annual return | 14.27% | 71.13%-56.9pp | 47.39%-33.1pp | 160.69%-146.4pp |
| Employer contribution / active EE | $0 | $941-100.0% | $1,692-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,171 | $1,695+87.1% | $2,832+12.0% | $4,126-23.2% |
| Admin fee / account holder | $330 | $1,877-82.4% | $4,116-92.0% | $5,650-94.2% |