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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 | $42,163 | $93,345-54.8% | $119,126-64.6% | $87,485-51.8% |
| Participation rate | 86.0% | 68.7%+17.3pp | 75.8%+10.2pp | 68.9%+17.1pp |
| Annual return | 10.26% | 19.08%-8.8pp | 282.11%-271.8pp | 26.06%-15.8pp |
| Employer contribution / active EE | $3,840 | $3,172+21.1% | $4,034-4.8% | $2,596+47.9% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,884 | $8,039-76.6% | $10,693-82.4% | $7,775-75.8% |