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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 | $41,180 | $99,053-58.4% | $88,179-53.3% | $138,895-70.4% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.1%+21.8pp | 79.9%+11.0pp |
| Annual return | 9.72% | 78.17%-68.4pp | 64.97%-55.2pp | 145.39%-135.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $11,350 | $5,225+117.2% | $4,614+146.0% | $6,396+77.5% |
| Admin fee / account holder | $36,636 | $8,748+318.8% | $7,673+377.5% | $12,562+191.6% |