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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 | $98,413 | $100,003-1.6% | $146,685-32.9% | $85,856+14.6% |
| Participation rate | 92.9% | 73.1%+19.8pp | 80.1%+12.8pp | 69.3%+23.5pp |
| Annual return | 9.69% | 18.93%-9.2pp | 22.75%-13.1pp | 318.58%-308.9pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,385 | $4,006-15.5% | $5,507-38.5% | $3,952-14.3% |
| Admin fee / account holder | $1,360 | $7,704-82.3% | $10,281-86.8% | $6,261-78.3% |