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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 | $45,130 | $160,070-71.8% | $147,117-69.3% | $145,897-69.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 8.69% | 98.69%-90.0pp | 420.54%-411.8pp | 552.29%-543.6pp |
| Employer contribution / active EE | $1,578 | $5,285-70.1% | $4,932-68.0% | $4,663-66.2% |
| Participant deferral / active EE | $2,942 | $8,419-65.1% | $8,065-63.5% | $6,689-56.0% |
| Admin fee / account holder | $947 | $15,035-93.7% | $12,993-92.7% | $13,390-92.9% |