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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 | $76,527 | $88,778-13.8% | $81,844-6.5% | $145,884-47.5% |
| Participation rate | 70.0% | 75.1%-5.1pp | 72.4%-2.4pp | 80.3%-10.3pp |
| Annual return | 4.25% | 1033.03%-1028.8pp | 778.87%-774.6pp | 551.85%-547.6pp |
| Employer contribution / active EE | $1,590 | $3,087-48.5% | $2,916-45.5% | $4,662-65.9% |
| Participant deferral / active EE | $7,483 | $4,648+61.0% | $4,323+73.1% | $6,690+11.9% |
| Admin fee / account holder | $2,821 | $8,430-66.5% | $7,355-61.7% | $13,392-78.9% |