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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 | $17,589 | $72,071-75.6% | $68,368-74.3% | $137,256-87.2% |
| Participation rate | 85.0% | 76.2%+8.8pp | 73.8%+11.2pp | 80.0%+5.0pp |
| Annual return | 12.88% | 353.14%-340.3pp | 292.57%-279.7pp | 220.34%-207.5pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,045 | $4,410+14.4% | $4,123+22.4% | $6,407-21.3% |
| Admin fee / account holder | $3,622 | $5,336-32.1% | $5,150-29.7% | $12,270-70.5% |