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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 | $76,743 | $65,027+18.0% | $90,970-15.6% | $79,852-3.9% |
| Participation rate | 86.1% | 61.6%+24.5pp | 69.0%+17.1pp | 69.6%+16.5pp |
| Annual return | 2.10% | 30.45%-28.4pp | 134.58%-132.5pp | 31.72%-29.6pp |
| Employer contribution / active EE | $2,778 | $1,247+122.7% | $2,122+30.9% | $2,471+12.4% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,082 | $4,535-76.1% | $5,960-81.8% | $5,306-79.6% |