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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 | $33,237 | $129,737-74.4% | $119,126-72.1% | $154,746-78.5% |
| Participation rate | 72.7% | 78.9%-6.1pp | 75.8%-3.0pp | 80.7%-8.0pp |
| Annual return | 3.81% | 379.08%-375.3pp | 282.11%-278.3pp | 172.34%-168.5pp |
| Employer contribution / active EE | $1,588 | $4,375-63.7% | $4,034-60.6% | $4,379-63.7% |
| Participant deferral / active EE | $3,077 | $5,842-47.3% | $5,318-42.1% | $6,730-54.3% |
| Admin fee / account holder | $529 | $11,961-95.6% | $10,693-95.1% | $14,365-96.3% |