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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 | $34,271 | $162,136-78.9% | $152,301-77.5% | $154,746-77.9% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 3.76% | 91.02%-87.3pp | 80.50%-76.7pp | 172.34%-168.6pp |
| Employer contribution / active EE | $3,427 | $4,890-29.9% | $4,624-25.9% | $4,379-21.7% |
| Participant deferral / active EE | $4,072 | $8,341-51.2% | $8,004-49.1% | $6,730-39.5% |
| Admin fee / account holder | $3,648 | $15,759-76.8% | $14,398-74.7% | $14,365-74.6% |