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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 | $23,900 | $160,040-85.1% | $147,096-83.8% | $145,877-83.6% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 4.36% | 98.49%-94.1pp | 419.75%-415.4pp | 551.28%-546.9pp |
| Employer contribution / active EE | $1,468 | $5,289-72.3% | $4,936-70.3% | $4,663-68.5% |
| Participant deferral / active EE | $5,131 | $8,429-39.1% | $8,071-36.4% | $6,691-23.3% |
| Admin fee / account holder | $2,414 | $15,050-84.0% | $13,005-81.4% | $13,402-82.0% |