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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 | $52,040 | $180,749-71.2% | $160,784-67.6% | $137,256-62.1% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.0%-2.0pp | 80.0%-5.0pp |
| Annual return | 8.89% | 2234.46%-2225.6pp | 1803.92%-1795.0pp | 220.34%-211.5pp |
| Employer contribution / active EE | $1,580 | $4,155-62.0% | $3,733-57.7% | $4,156-62.0% |
| Participant deferral / active EE | $1,975 | $6,844-71.1% | $6,293-68.6% | $6,407-69.2% |
| Admin fee / account holder | $1,066 | $10,397-89.7% | $9,717-89.0% | $12,270-91.3% |