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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 | $55,633 | $117,829-52.8% | $102,423-45.7% | $145,877-61.9% |
| Participation rate | 72.7% | 78.6%-5.9pp | 76.5%-3.8pp | 80.3%-7.6pp |
| Annual return | 8.59% | 31.83%-23.2pp | 29.42%-20.8pp | 551.28%-542.7pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,755 | $5,732-51.9% | $5,054-45.5% | $6,691-58.8% |
| Admin fee / account holder | $331 | $13,335-97.5% | $9,455-96.5% | $13,402-97.5% |