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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 | $134,817-75.3% | $123,973-73.2% | $155,188-78.6% |
| Participation rate | 72.7% | 79.4%-6.7pp | 76.7%-3.9pp | 80.8%-8.1pp |
| Annual return | 3.81% | 515.49%-511.7pp | 388.13%-384.3pp | 148.84%-145.0pp |
| Employer contribution / active EE | $1,588 | $4,425-64.1% | $4,126-61.5% | $4,248-62.6% |
| Participant deferral / active EE | $3,077 | $5,706-46.1% | $5,247-41.3% | $6,531-52.9% |
| Admin fee / account holder | $529 | $13,245-96.0% | $11,799-95.5% | $14,480-96.3% |