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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 | $44,648 | $72,071-38.0% | $68,368-34.7% | $137,256-67.5% |
| Participation rate | 94.7% | 76.2%+18.5pp | 73.8%+21.0pp | 80.0%+14.8pp |
| Annual return | 7.65% | 353.14%-345.5pp | 292.57%-284.9pp | 220.34%-212.7pp |
| Employer contribution / active EE | $2,412 | $2,788-13.5% | $2,649-9.0% | $4,156-42.0% |
| Participant deferral / active EE | $5,216 | $4,410+18.3% | $4,123+26.5% | $6,407-18.6% |
| Admin fee / account holder | $1,938 | $5,336-63.7% | $5,150-62.4% | $12,270-84.2% |