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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 | $84,652 | $65,364+29.5% | $92,909-8.9% | $72,975+16.0% |
| Participation rate | 83.7% | 68.3%+15.4pp | 76.0%+7.7pp | 69.5%+14.2pp |
| Annual return | 3.03% | 42.11%-39.1pp | 109.44%-106.4pp | 81.01%-78.0pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,649 | $3,128-15.3% | $4,238-37.5% | $3,608-26.6% |
| Admin fee / account holder | $2,926 | $4,251-31.2% | $5,795-49.5% | $5,124-42.9% |