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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 | $15,602 | $91,194-82.9% | $178,486-91.3% | $79,860-80.5% |
| Participation rate | 85.2% | 69.2%+16.0pp | 81.9%+3.3pp | 69.6%+15.6pp |
| Annual return | 4.11% | 24.19%-20.1pp | 151.08%-147.0pp | 31.72%-27.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,459 | $3,236+6.9% | $5,202-33.5% | $3,740-7.5% |
| Admin fee / account holder | $532 | $6,751-92.1% | $13,985-96.2% | $5,306-90.0% |