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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 | $63,721 | $70,366-9.4% | $66,674-4.4% | $138,895-54.1% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.7%-0.9pp | 79.9%-7.2pp |
| Annual return | 9.58% | 386.41%-376.8pp | 321.24%-311.7pp | 145.39%-135.8pp |
| Employer contribution / active EE | $4,815 | $2,765+74.1% | $2,620+83.8% | $4,194+14.8% |
| Participant deferral / active EE | $3,734 | $4,374-14.6% | $4,084-8.6% | $6,396-41.6% |
| Admin fee / account holder | $1,258 | $5,262-76.1% | $5,098-75.3% | $12,562-90.0% |