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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 | $109,854 | $180,749-39.2% | $160,784-31.7% | $137,256-20.0% |
| Participation rate | 94.4% | 80.0%+14.5pp | 77.0%+17.5pp | 80.0%+14.5pp |
| Annual return | 2.13% | 2234.46%-2232.3pp | 1803.92%-1801.8pp | 220.34%-218.2pp |
| Employer contribution / active EE | $2,778 | $4,155-33.1% | $3,733-25.6% | $4,156-33.2% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $14,081 | $10,397+35.4% | $9,717+44.9% | $12,270+14.8% |