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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 | $33,940 | $157,304-78.4% | $141,197-76.0% | $152,909-77.8% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.5%+10.9pp |
| Annual return | 11.81% | 64.34%-52.5pp | 71.41%-59.6pp | 345.46%-333.7pp |
| Employer contribution / active EE | $1,972 | $5,263-62.5% | $4,736-58.4% | $4,764-58.6% |
| Participant deferral / active EE | $3,985 | $7,111-44.0% | $6,710-40.6% | $5,851-31.9% |
| Admin fee / account holder | $5,069 | $12,126-58.2% | $10,265-50.6% | $11,601-56.3% |