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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 | $50,291 | $95,406-47.3% | $185,849-72.9% | $85,847-41.4% |
| Participation rate | 88.2% | 68.8%+19.5pp | 81.7%+6.5pp | 69.3%+18.9pp |
| Annual return | 10.39% | 23.59%-13.2pp | 122.10%-111.7pp | 318.61%-308.2pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,698 | $3,424+37.2% | $5,569-15.6% | $3,952+18.9% |
| Admin fee / account holder | $323 | $7,214-95.5% | $16,244-98.0% | $6,261-94.8% |