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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 | $32,612 | $88,778-63.3% | $81,844-60.2% | $145,884-77.6% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 8.80% | 1033.03%-1024.2pp | 778.87%-770.1pp | 551.85%-543.1pp |
| Employer contribution / active EE | $2,232 | $3,087-27.7% | $2,916-23.5% | $4,662-52.1% |
| Participant deferral / active EE | $3,720 | $4,648-20.0% | $4,323-14.0% | $6,690-44.4% |
| Admin fee / account holder | $900 | $8,430-89.3% | $7,355-87.8% | $13,392-93.3% |