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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 | $120,803 | $202,345-40.3% | $172,755-30.1% | $152,885-21.0% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.5%-12.5pp |
| Annual return | 3.25% | 1029.77%-1026.5pp | 802.94%-799.7pp | 345.39%-342.1pp |
| Employer contribution / active EE | $3,759 | $5,858-35.8% | $5,144-26.9% | $4,763-21.1% |
| Participant deferral / active EE | $4,478 | $5,948-24.7% | $5,198-13.8% | $5,851-23.5% |
| Admin fee / account holder | $1,053 | $17,111-93.8% | $13,955-92.5% | $11,598-90.9% |