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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 | $101,017 | $86,288+17.1% | $111,306-9.2% | $85,851+17.7% |
| Participation rate | 96.7% | 73.3%+23.3pp | 77.3%+19.3pp | 69.3%+27.3pp |
| Annual return | 2.45% | 19.99%-17.5pp | 54.67%-52.2pp | 318.63%-316.2pp |
| Employer contribution / active EE | $1,836 | $2,044-10.1% | $2,732-32.8% | $2,565-28.4% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,018 | $8,189-75.4% | $7,966-74.7% | $6,261-67.8% |