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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 | $101,277 | $154,209-34.3% | $130,062-22.1% | $139,487-27.4% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.5%+3.3pp | 80.3%+1.5pp |
| Annual return | 7.52% | 32.52%-25.0pp | -137.37%+144.9pp | 373.84%-366.3pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $10,475 | $6,709+56.1% | $5,821+80.0% | $6,713+56.1% |
| Admin fee / account holder | $4,129 | $13,988-70.5% | $10,601-61.0% | $11,407-63.8% |