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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 | $27,998 | $72,071-61.2% | $68,368-59.0% | $137,256-79.6% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 11.81% | 353.14%-341.3pp | 292.57%-280.8pp | 220.34%-208.5pp |
| Employer contribution / active EE | $1,868 | $2,788-33.0% | $2,649-29.5% | $4,156-55.1% |
| Participant deferral / active EE | $4,753 | $4,410+7.8% | $4,123+15.3% | $6,407-25.8% |
| Admin fee / account holder | $5,600 | $5,336+5.0% | $5,150+8.7% | $12,270-54.4% |