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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 | $66,786 | $198,457-66.3% | $170,435-60.8% | $147,586-54.7% |
| Participation rate | 93.8% | 88.0%+5.8pp | 83.6%+10.2pp | 82.8%+10.9pp |
| Annual return | 6.63% | 257.30%-250.7pp | 205.94%-199.3pp | 578.59%-572.0pp |
| Employer contribution / active EE | $1,563 | $6,183-74.7% | $5,432-71.2% | $4,876-68.0% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,579 | $16,852-84.7% | $13,881-81.4% | $10,886-76.3% |