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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 | $29,681 | $166,131-82.1% | $164,975-82.0% | $145,877-79.7% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 1.57% | 100.37%-98.8pp | 70.12%-68.6pp | 551.28%-549.7pp |
| Employer contribution / active EE | $2,313 | $5,276-56.2% | $4,343-46.7% | $4,663-50.4% |
| Participant deferral / active EE | $3,660 | $6,962-47.4% | $6,033-39.3% | $6,691-45.3% |
| Admin fee / account holder | $2,909 | $16,648-82.5% | $12,688-77.1% | $13,402-78.3% |