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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 | $54,140 | $98,776-45.2% | $149,745-63.8% | $79,856-32.2% |
| Participation rate | 82.0% | 75.8%+6.2pp | 82.5%-0.5pp | 69.6%+12.4pp |
| Annual return | 9.94% | 27.38%-17.4pp | 276.72%-266.8pp | 31.71%-21.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,647 | $5,681-35.8% | $6,843-46.7% | $3,741-2.5% |
| Admin fee / account holder | $3,748 | $6,053-38.1% | $9,312-59.8% | $5,306-29.4% |