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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 | $28,665 | $53,127-46.0% | $86,597-66.9% | $70,131-59.1% |
| Participation rate | 83.7% | 65.3%+18.4pp | 73.5%+10.1pp | 69.5%+14.1pp |
| Annual return | 10.81% | 27.66%-16.9pp | 964.96%-954.1pp | 73.14%-62.3pp |
| Employer contribution / active EE | $4,772 | $2,068+130.7% | $2,840+68.0% | $2,342+103.7% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,144 | $3,585-68.1% | $4,906-76.7% | $4,645-75.4% |