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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 | $58,585 | $101,950-42.5% | $125,529-53.3% | $86,983-32.6% |
| Participation rate | 82.5% | 70.2%+12.4pp | 74.7%+7.8pp | 69.5%+13.0pp |
| Annual return | 4.49% | 18.29%-13.8pp | 202.56%-198.1pp | 25.83%-21.3pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,054 | $3,862-46.8% | $4,813-57.3% | $4,194-51.0% |
| Admin fee / account holder | $2,415 | $12,791-81.1% | $16,298-85.2% | $7,856-69.3% |