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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 | $29,021 | $165,399-82.5% | $149,745-80.6% | $158,982-81.7% |
| Participation rate | 84.2% | 84.6%-0.4pp | 82.5%+1.7pp | 82.0%+2.2pp |
| Annual return | 5.88% | 348.34%-342.5pp | 276.72%-270.8pp | 302.99%-297.1pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,006 | $7,183-58.1% | $6,843-56.1% | $5,983-49.8% |
| Admin fee / account holder | $5,661 | $10,811-47.6% | $9,312-39.2% | $11,252-49.7% |