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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 | $23,697 | $111,535-78.8% | $105,223-77.5% | $137,256-82.7% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 9.31% | 237.85%-228.5pp | 180.65%-171.3pp | 220.34%-211.0pp |
| Employer contribution / active EE | $951 | $3,939-75.9% | $3,689-74.2% | $4,156-77.1% |
| Participant deferral / active EE | $3,647 | $5,500-33.7% | $5,072-28.1% | $6,407-43.1% |
| Admin fee / account holder | $12,558 | $9,721+29.2% | $8,859+41.8% | $12,270+2.3% |