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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 | $22,509 | $111,535-79.8% | $105,223-78.6% | $137,256-83.6% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.0%-5.0pp | 80.0%-10.0pp |
| Annual return | 10.36% | 237.85%-227.5pp | 180.65%-170.3pp | 220.34%-210.0pp |
| Employer contribution / active EE | $1,211 | $3,939-69.3% | $3,689-67.2% | $4,156-70.9% |
| Participant deferral / active EE | $3,627 | $5,500-34.0% | $5,072-28.5% | $6,407-43.4% |
| Admin fee / account holder | $2,679 | $9,721-72.4% | $8,859-69.8% | $12,270-78.2% |