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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 | $42,010 | $110,337-61.9% | $102,383-59.0% | $145,877-71.2% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.0pp |
| Annual return | 7.88% | 24.83%-17.0pp | 24.94%-17.1pp | 551.28%-543.4pp |
| Employer contribution / active EE | $5,000 | $4,216+18.6% | $3,870+29.2% | $4,663+7.2% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $12,272 | $9,750+25.9% | $8,391+46.2% | $13,402-8.4% |