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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 | $55,039 | $197,637-72.2% | $177,848-69.1% | $158,982-65.4% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 3.82% | 58.77%-54.9pp | 48.33%-44.5pp | 302.99%-299.2pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,000 | $8,405+7.1% | $7,714+16.7% | $5,983+50.4% |
| Admin fee / account holder | $751 | $15,406-95.1% | $12,431-94.0% | $11,252-93.3% |