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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 | $57,964 | $48,364+19.8% | $71,796-19.3% | $62,881-7.8% |
| Participation rate | 91.7% | 60.6%+31.0pp | 69.1%+22.6pp | 69.3%+22.4pp |
| Annual return | -0.66% | 13.16%-13.8pp | 78.04%-78.7pp | 20.14%-20.8pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,870 | $2,091-10.6% | $2,794-33.1% | $3,203-41.6% |
| Admin fee / account holder | $14,688 | $3,771+289.5% | $4,815+205.0% | $4,296+241.9% |