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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 | $37,200 | $129,737-71.3% | $119,126-68.8% | $154,746-76.0% |
| Participation rate | 73.7% | 78.9%-5.2pp | 75.8%-2.1pp | 80.7%-7.0pp |
| Annual return | 9.09% | 379.08%-370.0pp | 282.11%-273.0pp | 172.34%-163.2pp |
| Employer contribution / active EE | $1,704 | $4,375-61.0% | $4,034-57.8% | $4,379-61.1% |
| Participant deferral / active EE | $2,126 | $5,842-63.6% | $5,318-60.0% | $6,730-68.4% |
| Admin fee / account holder | $2,495 | $11,961-79.1% | $10,693-76.7% | $14,365-82.6% |