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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 | $52,753 | $49,976+5.6% | $66,674-20.9% | $82,637-36.2% |
| Participation rate | 97.2% | 63.1%+34.1pp | 73.7%+23.5pp | 68.1%+29.2pp |
| Annual return | 12.23% | 39.09%-26.9pp | 321.24%-309.0pp | 53.51%-41.3pp |
| Employer contribution / active EE | $7,411 | $1,988+272.8% | $2,620+182.9% | $2,552+190.4% |
| Participant deferral / active EE | $0 | $2,847-100.0% | $4,084-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,409 | $4,594-47.6% | $5,098-52.7% | $7,339-67.2% |