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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 | $48,449 | $115,810-58.2% | $101,271-52.2% | $158,966-69.5% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 6.87% | 56.15%-49.3pp | 46.48%-39.6pp | 302.95%-296.1pp |
| Employer contribution / active EE | $1,082 | $4,175-74.1% | $3,660-70.4% | $4,762-77.3% |
| Participant deferral / active EE | $2,285 | $4,958-53.9% | $4,371-47.7% | $5,983-61.8% |
| Admin fee / account holder | $471 | $7,248-93.5% | $5,948-92.1% | $11,250-95.8% |