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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 | $15,733 | $172,111-90.9% | $150,298-89.5% | $137,256-88.5% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 10.93% | 69.37%-58.4pp | 62.79%-51.9pp | 220.34%-209.4pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,569 | $6,166-42.1% | $5,453-34.5% | $6,407-44.3% |
| Admin fee / account holder | $5,010 | $16,471-69.6% | $14,116-64.5% | $12,270-59.2% |