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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 | $56,845 | $100,938-43.7% | $90,461-37.2% | $158,982-64.2% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.7%+19.6pp | 82.0%+10.3pp |
| Annual return | 4.68% | 1727.20%-1722.5pp | 1294.76%-1290.1pp | 302.99%-298.3pp |
| Employer contribution / active EE | $3,677 | $3,691-0.4% | $3,264+12.6% | $4,763-22.8% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,462 | $6,510-31.5% | $5,617-20.6% | $11,252-60.3% |