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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 | $29,988 | $175,231-82.9% | $149,696-80.0% | $139,466-78.5% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 9.42% | 166.77%-157.3pp | 134.46%-125.0pp | 373.66%-364.2pp |
| Employer contribution / active EE | $1,677 | $5,478-69.4% | $4,821-65.2% | $4,754-64.7% |
| Participant deferral / active EE | $3,455 | $6,521-47.0% | $5,682-39.2% | $6,712-48.5% |
| Admin fee / account holder | $1,202 | $16,155-92.6% | $13,212-90.9% | $11,409-89.5% |