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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 | $133,087 | $78,690+69.1% | $161,489-17.6% | $87,485+52.1% |
| Participation rate | 92.0% | 67.5%+24.5pp | 78.7%+13.3pp | 68.9%+23.1pp |
| Annual return | 11.43% | 32.74%-21.3pp | 89.72%-78.3pp | 26.06%-14.6pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,592 | $3,311-51.9% | $5,630-71.7% | $4,274-62.8% |
| Admin fee / account holder | $21,369 | $6,724+217.8% | $16,006+33.5% | $7,775+174.8% |