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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 | $111,924 | $98,760+13.3% | $149,715-25.2% | $79,858+40.2% |
| Participation rate | 72.7% | 75.8%-3.1pp | 82.5%-9.8pp | 69.6%+3.1pp |
| Annual return | 4.92% | 27.43%-22.5pp | 276.66%-271.7pp | 31.72%-26.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,032 | $5,681-46.6% | $6,842-55.7% | $3,740-18.9% |
| Admin fee / account holder | $2,120 | $6,053-65.0% | $9,310-77.2% | $5,306-60.1% |