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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 | $53,419 | $48,284+10.6% | $67,524-20.9% | $80,911-34.0% |
| Participation rate | 80.7% | 66.4%+14.3pp | 72.9%+7.8pp | 67.6%+13.1pp |
| Annual return | 9.38% | 18.27%-8.9pp | 3519.41%-3510.0pp | 35.63%-26.3pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,364 | $2,927+83.3% | $4,001+34.1% | $4,297+24.8% |
| Admin fee / account holder | $20,217 | $3,688+448.2% | $4,001+405.3% | $6,935+191.5% |