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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 | $37,260 | $58,234-36.0% | $81,783-54.4% | $80,874-53.9% |
| Participation rate | 91.8% | 63.4%+28.4pp | 72.4%+19.5pp | 67.6%+24.2pp |
| Annual return | 9.45% | 41.70%-32.3pp | 775.05%-765.6pp | 35.62%-26.2pp |
| Employer contribution / active EE | $3,009 | $2,341+28.5% | $2,913+3.3% | $2,756+9.2% |
| Participant deferral / active EE | $5,200 | $3,283+58.4% | $4,320+20.4% | $4,297+21.0% |
| Admin fee / account holder | $2,233 | $4,982-55.2% | $7,380-69.7% | $6,935-67.8% |