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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 | $80,354 | $98,766-18.6% | $149,730-46.3% | $79,852+0.6% |
| Participation rate | 84.3% | 75.8%+8.5pp | 82.5%+1.8pp | 69.6%+14.7pp |
| Annual return | 11.55% | 27.43%-15.9pp | 276.70%-265.1pp | 31.72%-20.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,437 | $5,681+13.3% | $6,843-5.9% | $3,740+72.1% |
| Admin fee / account holder | $3,391 | $6,052-44.0% | $9,310-63.6% | $5,306-36.1% |