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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 | $51,213 | $183,539-72.1% | $155,556-67.1% | $145,897-64.9% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 7.04% | 61.31%-54.3pp | 64.84%-57.8pp | 552.29%-545.2pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,135 | $6,467-51.5% | $5,631-44.3% | $6,689-53.1% |
| Admin fee / account holder | $316 | $19,275-98.4% | $15,885-98.0% | $13,390-97.6% |