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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 | $126,519-81.8% | $106,201-78.3% | $145,959-84.2% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 7.69% | 225.10%-217.4pp | 116.26%-108.6pp | 561.95%-554.3pp |
| Employer contribution / active EE | $1,853 | $3,726-50.3% | $3,170-41.6% | $4,661-60.3% |
| Participant deferral / active EE | $3,254 | $5,716-43.1% | $5,012-35.1% | $6,689-51.4% |
| Admin fee / account holder | $2,342 | $17,312-86.5% | $11,039-78.8% | $13,398-82.5% |