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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 | $18,368 | $148,582-87.6% | $135,942-86.5% | $139,456-86.8% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 12.11% | 79.26%-67.1pp | 68.28%-56.2pp | 373.45%-361.3pp |
| Employer contribution / active EE | $2,259 | $5,245-56.9% | $4,858-53.5% | $4,753-52.5% |
| Participant deferral / active EE | $5,152 | $8,101-36.4% | $7,759-33.6% | $6,711-23.2% |
| Admin fee / account holder | $5,861 | $12,402-52.7% | $10,764-45.6% | $11,407-48.6% |