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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 | $88,430 | $102,385-13.6% | $147,080-39.9% | $80,935+9.3% |
| Participation rate | 94.0% | 75.9%+18.1pp | 82.2%+11.8pp | 67.7%+26.3pp |
| Annual return | 11.53% | 135.09%-123.6pp | 420.17%-408.6pp | 35.66%-24.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $14,018 | $6,651+110.8% | $8,066+73.8% | $4,299+226.0% |
| Admin fee / account holder | $1,586 | $7,951-80.1% | $12,989-87.8% | $6,924-77.1% |