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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 | $24,315 | $226,135-89.2% | $182,558-86.7% | $152,909-84.1% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.5%-7.5pp |
| Annual return | 4.55% | 192.60%-188.1pp | 148.59%-144.0pp | 345.46%-340.9pp |
| Employer contribution / active EE | $0 | $4,979-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,218 | $6,371-18.1% | $5,526-5.6% | $5,851-10.8% |
| Admin fee / account holder | $3,314 | $10,707-69.1% | $8,594-61.4% | $11,601-71.4% |