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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 | $84,317 | $202,342-58.3% | $172,752-51.2% | $152,897-44.9% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 2.86% | 1029.83%-1027.0pp | 802.97%-800.1pp | 345.43%-342.6pp |
| Employer contribution / active EE | $2,787 | $5,858-52.4% | $5,144-45.8% | $4,764-41.5% |
| Participant deferral / active EE | $8,130 | $5,948+36.7% | $5,198+56.4% | $5,851+38.9% |
| Admin fee / account holder | $546 | $17,111-96.8% | $13,955-96.1% | $11,599-95.3% |