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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 | $8,692 | $49,976-82.6% | $66,674-87.0% | $82,637-89.5% |
| Participation rate | 77.8% | 63.1%+14.7pp | 73.7%+4.1pp | 68.1%+9.7pp |
| Annual return | 11.29% | 39.09%-27.8pp | 321.24%-309.9pp | 53.51%-42.2pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,530 | $2,847-11.1% | $4,084-38.0% | $4,126-38.7% |
| Admin fee / account holder | $334 | $4,594-92.7% | $5,098-93.4% | $7,339-95.4% |