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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 | $53,161 | $102,429-48.1% | $147,096-63.9% | $80,925-34.3% |
| Participation rate | 94.3% | 75.9%+18.4pp | 82.2%+12.1pp | 67.7%+26.6pp |
| Annual return | 8.11% | 135.02%-126.9pp | 419.75%-411.6pp | 35.65%-27.5pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $11,144 | $6,649+67.6% | $8,071+38.1% | $4,299+159.2% |
| Admin fee / account holder | $1,960 | $7,957-75.4% | $13,005-84.9% | $6,940-71.8% |