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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 | $18,803 | $105,929-82.2% | $81,926-77.0% | $158,950-88.2% |
| Participation rate | 72.2% | 75.6%-3.4pp | 72.0%+0.2pp | 82.0%-9.7pp |
| Annual return | 4.25% | 38.19%-33.9pp | 29.49%-25.2pp | 302.91%-298.7pp |
| Employer contribution / active EE | $0 | $7,802-100.0% | $4,310-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,242 | $13,007-59.7% | $7,108-26.2% | $5,983-12.4% |
| Admin fee / account holder | $5,561 | $8,492-34.5% | $5,159+7.8% | $11,248-50.6% |