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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 | $59,797 | $125,184-52.2% | $105,607-43.4% | $145,884-59.0% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 6.92% | 225.00%-218.1pp | 116.11%-109.2pp | 551.85%-544.9pp |
| Employer contribution / active EE | $2,256 | $3,720-39.3% | $3,167-28.8% | $4,662-51.6% |
| Participant deferral / active EE | $2,890 | $5,714-49.4% | $5,011-42.3% | $6,690-56.8% |
| Admin fee / account holder | $3,696 | $17,133-78.4% | $10,958-66.3% | $13,392-72.4% |