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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 | $117,895-52.8% | $102,460-45.7% | $145,897-61.9% |
| Participation rate | 72.7% | 78.6%-5.9pp | 76.5%-3.8pp | 80.3%-7.6pp |
| Annual return | 8.59% | 31.92%-23.3pp | 29.47%-20.9pp | 552.29%-543.7pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,755 | $5,736-52.0% | $5,056-45.5% | $6,689-58.8% |
| Admin fee / account holder | $331 | $13,353-97.5% | $9,460-96.5% | $13,390-97.5% |