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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 | $15,618 | $108,897-85.7% | $100,378-84.4% | $145,877-89.3% |
| Participation rate | 90.0% | 83.0%+7.0pp | 81.5%+8.5pp | 80.3%+9.7pp |
| Annual return | 8.95% | 58.17%-49.2pp | 49.41%-40.5pp | 551.28%-542.3pp |
| Employer contribution / active EE | $3,800 | $4,420-14.0% | $3,942-3.6% | $4,663-18.5% |
| Participant deferral / active EE | $5,136 | $8,455-39.3% | $8,087-36.5% | $6,691-23.2% |
| Admin fee / account holder | $2,461 | $9,690-74.6% | $7,899-68.8% | $13,402-81.6% |