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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 | $60,544 | $175,257-65.5% | $149,717-59.6% | $139,456-56.6% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 10.03% | 166.70%-156.7pp | 134.41%-124.4pp | 373.45%-363.4pp |
| Employer contribution / active EE | $3,192 | $5,477-41.7% | $4,820-33.8% | $4,753-32.8% |
| Participant deferral / active EE | $4,590 | $6,521-29.6% | $5,682-19.2% | $6,711-31.6% |
| Admin fee / account holder | $4,771 | $16,156-70.5% | $13,213-63.9% | $11,407-58.2% |