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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 | $30,956 | $160,040-80.7% | $147,096-79.0% | $145,877-78.8% |
| Participation rate | 77.3% | 84.0%-6.7pp | 82.2%-4.9pp | 80.3%-3.0pp |
| Annual return | 6.22% | 98.49%-92.3pp | 419.75%-413.5pp | 551.28%-545.1pp |
| Employer contribution / active EE | $1,937 | $5,289-63.4% | $4,936-60.7% | $4,663-58.5% |
| Participant deferral / active EE | $4,242 | $8,429-49.7% | $8,071-47.4% | $6,691-36.6% |
| Admin fee / account holder | $1,439 | $15,050-90.4% | $13,005-88.9% | $13,402-89.3% |