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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 | $24,842 | $135,956-81.7% | $123,894-79.9% | $273,972-90.9% |
| Participation rate | 81.3% | 84.1%-2.8pp | 81.4%-0.2pp | 83.0%-1.8pp |
| Annual return | 2.06% | 56.63%-54.6pp | 47.52%-45.5pp | 41.46%-39.4pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,415 | $6,343-61.9% | $5,984-59.6% | $5,287-54.3% |
| Admin fee / account holder | $1,031 | $9,817-89.5% | $8,357-87.7% | $10,133-89.8% |