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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 | $102,595-72.1% | $94,057-69.6% | $154,746-81.5% |
| Participation rate | 71.4% | 76.0%-4.6pp | 73.3%-1.9pp | 80.7%-9.3pp |
| Annual return | 9.80% | 583.42%-573.6pp | 480.62%-470.8pp | 172.34%-162.5pp |
| Employer contribution / active EE | $3,889 | $3,147+23.6% | $2,933+32.6% | $4,379-11.2% |
| Participant deferral / active EE | $3,155 | $5,118-38.3% | $4,709-33.0% | $6,730-53.1% |
| Admin fee / account holder | $1,894 | $7,736-75.5% | $7,244-73.9% | $14,365-86.8% |