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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 | $80,136 | $85,766-6.6% | $136,298-41.2% | $70,126+14.3% |
| Participation rate | 70.6% | 74.2%-3.6pp | 81.9%-11.3pp | 69.5%+1.0pp |
| Annual return | 11.27% | 31.46%-20.2pp | 5156.27%-5145.0pp | 73.15%-61.9pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,467 | $5,051-51.2% | $6,247-60.5% | $3,332-26.0% |
| Admin fee / account holder | $2,217 | $5,421-59.1% | $9,244-76.0% | $4,645-52.3% |