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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 | $28,911 | $72,071-59.9% | $68,368-57.7% | $137,256-78.9% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 6.28% | 353.14%-346.9pp | 292.57%-286.3pp | 220.34%-214.1pp |
| Employer contribution / active EE | $2,618 | $2,788-6.1% | $2,649-1.2% | $4,156-37.0% |
| Participant deferral / active EE | $3,679 | $4,410-16.6% | $4,123-10.8% | $6,407-42.6% |
| Admin fee / account holder | $1,287 | $5,336-75.9% | $5,150-75.0% | $12,270-89.5% |