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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 | $35,068 | $150,207-76.7% | $120,380-70.9% | $145,978-76.0% |
| Participation rate | 92.9% | 78.8%+14.1pp | 71.9%+20.9pp | 80.3%+12.6pp |
| Annual return | 8.16% | 154.28%-146.1pp | 107.28%-99.1pp | 550.52%-542.4pp |
| Employer contribution / active EE | $0 | $4,351-100.0% | $3,465-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,757 | $6,175-55.4% | $4,992-44.8% | $6,690-58.8% |
| Admin fee / account holder | $4,720 | $12,203-61.3% | $9,421-49.9% | $13,400-64.8% |