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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 | $33,672 | $111,535-69.8% | $105,223-68.0% | $137,256-75.5% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.0%-5.0pp | 80.0%-10.0pp |
| Annual return | 10.25% | 237.85%-227.6pp | 180.65%-170.4pp | 220.34%-210.1pp |
| Employer contribution / active EE | $1,593 | $3,939-59.6% | $3,689-56.8% | $4,156-61.7% |
| Participant deferral / active EE | $8,291 | $5,500+50.7% | $5,072+63.5% | $6,407+29.4% |
| Admin fee / account holder | $3,286 | $9,721-66.2% | $8,859-62.9% | $12,270-73.2% |