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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 | $30,176 | $157,296-80.8% | $141,191-78.6% | $152,897-80.3% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 4.41% | 64.34%-59.9pp | 71.41%-67.0pp | 345.43%-341.0pp |
| Employer contribution / active EE | $1,308 | $5,262-75.1% | $4,736-72.4% | $4,764-72.5% |
| Participant deferral / active EE | $2,832 | $7,111-60.2% | $6,710-57.8% | $5,851-51.6% |
| Admin fee / account holder | $4,778 | $12,125-60.6% | $10,264-53.5% | $11,599-58.8% |