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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 | $19,536 | $72,071-72.9% | $68,368-71.4% | $137,256-85.8% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.0%+10.9pp |
| Annual return | 13.14% | 353.14%-340.0pp | 292.57%-279.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,610 | $2,788-42.2% | $2,649-39.2% | $4,156-61.3% |
| Participant deferral / active EE | $3,148 | $4,410-28.6% | $4,123-23.6% | $6,407-50.9% |
| Admin fee / account holder | $602 | $5,336-88.7% | $5,150-88.3% | $12,270-95.1% |