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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 | $99,160 | $78,707+26.0% | $117,861-15.9% | $70,126+41.4% |
| Participation rate | 90.5% | 73.2%+17.3pp | 79.7%+10.8pp | 69.5%+20.9pp |
| Annual return | 5.09% | 23.30%-18.2pp | 335.11%-330.0pp | 73.15%-68.1pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,467 | $3,297-25.2% | $4,482-45.0% | $3,332-26.0% |
| Admin fee / account holder | $2,068 | $5,066-59.2% | $8,021-74.2% | $4,645-55.5% |