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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 | $25,798 | $80,812-68.1% | $160,784-84.0% | $82,448-68.7% |
| Participation rate | 92.3% | 66.2%+26.1pp | 77.0%+15.4pp | 68.1%+24.2pp |
| Annual return | 13.17% | 100.59%-87.4pp | 1803.92%-1790.7pp | 41.64%-28.5pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,835 | $4,335-57.7% | $6,293-70.8% | $4,139-55.7% |
| Admin fee / account holder | $3,976 | $7,695-48.3% | $9,717-59.1% | $7,234-45.0% |