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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 | $62,352 | $91,559-31.9% | $133,971-53.5% | $79,852-21.9% |
| Participation rate | 94.7% | 73.3%+21.4pp | 79.8%+14.9pp | 69.6%+25.1pp |
| Annual return | 0.69% | 61.85%-61.2pp | 45.09%-44.4pp | 31.72%-31.0pp |
| Employer contribution / active EE | $8,073 | $2,384+238.7% | $3,919+106.0% | $2,471+226.7% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,880 | $6,321-38.6% | $8,929-56.5% | $5,306-26.9% |