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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 | $36,124 | $162,136-77.7% | $152,301-76.3% | $154,746-76.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 10.77% | 91.02%-80.2pp | 80.50%-69.7pp | 172.34%-161.6pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,904 | $8,341-29.2% | $8,004-26.2% | $6,730-12.3% |
| Admin fee / account holder | $3,329 | $15,759-78.9% | $14,398-76.9% | $14,365-76.8% |