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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 | $23,319 | $175,231-86.7% | $149,696-84.4% | $139,466-83.3% |
| Participation rate | 93.3% | 83.4%+9.9pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 6.78% | 166.77%-160.0pp | 134.46%-127.7pp | 373.66%-366.9pp |
| Employer contribution / active EE | $1,786 | $5,478-67.4% | $4,821-63.0% | $4,754-62.4% |
| Participant deferral / active EE | $3,799 | $6,521-41.7% | $5,682-33.1% | $6,712-43.4% |
| Admin fee / account holder | $1,487 | $16,155-90.8% | $13,212-88.7% | $11,409-87.0% |