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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 | $28,624 | $72,071-60.3% | $68,368-58.1% | $137,256-79.1% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.0%-8.5pp |
| Annual return | 9.80% | 353.14%-343.3pp | 292.57%-282.8pp | 220.34%-210.5pp |
| Employer contribution / active EE | $3,889 | $2,788+39.5% | $2,649+46.8% | $4,156-6.4% |
| Participant deferral / active EE | $3,155 | $4,410-28.4% | $4,123-23.5% | $6,407-50.7% |
| Admin fee / account holder | $1,894 | $5,336-64.5% | $5,150-63.2% | $12,270-84.6% |