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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 | $49,154 | $111,535-55.9% | $105,223-53.3% | $137,256-64.2% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 10.64% | 237.85%-227.2pp | 180.65%-170.0pp | 220.34%-209.7pp |
| Employer contribution / active EE | $1,824 | $3,939-53.7% | $3,689-50.5% | $4,156-56.1% |
| Participant deferral / active EE | $4,767 | $5,500-13.3% | $5,072-6.0% | $6,407-25.6% |
| Admin fee / account holder | $660 | $9,721-93.2% | $8,859-92.6% | $12,270-94.6% |