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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 | $70,186 | $70,684-0.7% | $169,397-58.6% | $75,177-6.6% |
| Participation rate | 75.9% | 64.8%+11.1pp | 77.2%-1.3pp | 67.2%+8.7pp |
| Annual return | 12.32% | 36.38%-24.1pp | 406.23%-393.9pp | 160.75%-148.4pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,074 | $4,310-5.5% | $6,223-34.5% | $4,126-1.3% |
| Admin fee / account holder | $5,559 | $5,404+2.9% | $9,017-38.4% | $5,651-1.6% |