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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 | $23,059 | $125,237-81.6% | $105,608-78.2% | $145,877-84.2% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 7.69% | 225.76%-218.1pp | 116.50%-108.8pp | 551.28%-543.6pp |
| Employer contribution / active EE | $1,853 | $3,720-50.2% | $3,167-41.5% | $4,663-60.3% |
| Participant deferral / active EE | $3,254 | $5,711-43.0% | $5,010-35.1% | $6,691-51.4% |
| Admin fee / account holder | $2,342 | $17,287-86.5% | $11,028-78.8% | $13,402-82.5% |