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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 | $55,869 | $111,814-50.0% | $103,378-46.0% | $145,978-61.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.92% | 24.80%-19.9pp | 24.91%-20.0pp | 550.52%-545.6pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,494 | $5,618-2.2% | $5,058+8.6% | $6,690-17.9% |
| Admin fee / account holder | $58,040 | $9,764+494.4% | $8,401+590.9% | $13,400+333.1% |