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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 | $29,202 | $100,895-71.1% | $90,430-67.7% | $158,950-81.6% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 5.69% | 1725.54%-1719.9pp | 1293.73%-1288.0pp | 302.91%-297.2pp |
| Employer contribution / active EE | $4,929 | $3,689+33.6% | $3,262+51.1% | $4,762+3.5% |
| Participant deferral / active EE | $3,958 | $4,347-9.0% | $3,963-0.1% | $5,983-33.8% |
| Admin fee / account holder | $1,920 | $6,505-70.5% | $5,613-65.8% | $11,248-82.9% |