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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 | $57,583 | $109,872-47.6% | $98,483-41.5% | $167,536-65.6% |
| Participation rate | 71.4% | 75.8%-4.4pp | 73.3%-1.9pp | 82.1%-10.7pp |
| Annual return | 1.70% | 1959.31%-1957.6pp | 1494.38%-1492.7pp | 478.82%-477.1pp |
| Employer contribution / active EE | $1,838 | $3,225-43.0% | $2,961-37.9% | $4,839-62.0% |
| Participant deferral / active EE | $4,157 | $4,673-11.0% | $4,276-2.8% | $6,342-34.5% |
| Admin fee / account holder | $2,802 | $6,757-58.5% | $5,953-52.9% | $12,315-77.2% |