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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 | $114,966 | $61,125+88.1% | $94,057+22.2% | $87,485+31.4% |
| Participation rate | 86.2% | 64.1%+22.1pp | 73.3%+12.9pp | 68.9%+17.3pp |
| Annual return | 11.36% | 35.20%-23.8pp | 480.62%-469.3pp | 26.06%-14.7pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,869 | $3,260+80.0% | $4,709+24.6% | $4,274+37.3% |
| Admin fee / account holder | $2,690 | $5,629-52.2% | $7,244-62.9% | $7,775-65.4% |