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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 | $76,383 | $114,119-33.1% | $107,187-28.7% | $138,895-45.0% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 79.9%-4.9pp |
| Annual return | 10.29% | 273.21%-262.9pp | 204.55%-194.3pp | 145.39%-135.1pp |
| Employer contribution / active EE | $1,584 | $4,059-61.0% | $3,782-58.1% | $4,194-62.2% |
| Participant deferral / active EE | $4,046 | $5,538-26.9% | $5,096-20.6% | $6,396-36.7% |
| Admin fee / account holder | $505 | $10,024-95.0% | $9,162-94.5% | $12,562-96.0% |