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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 | $51,588 | $159,978-67.8% | $147,041-64.9% | $145,978-64.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 9.30% | 98.36%-89.1pp | 419.21%-409.9pp | 550.52%-541.2pp |
| Employer contribution / active EE | $1,918 | $5,288-63.7% | $4,935-61.1% | $4,662-58.9% |
| Participant deferral / active EE | $4,845 | $8,429-42.5% | $8,071-40.0% | $6,690-27.6% |
| Admin fee / account holder | $1,340 | $15,053-91.1% | $13,006-89.7% | $13,400-90.0% |