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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 | $30,956 | $160,028-80.7% | $147,080-79.0% | $145,884-78.8% |
| Participation rate | 77.3% | 84.0%-6.7pp | 82.2%-4.9pp | 80.3%-3.0pp |
| Annual return | 6.22% | 98.60%-92.4pp | 420.17%-413.9pp | 551.85%-545.6pp |
| Employer contribution / active EE | $1,937 | $5,286-63.3% | $4,933-60.7% | $4,662-58.4% |
| Participant deferral / active EE | $4,242 | $8,422-49.6% | $8,066-47.4% | $6,690-36.6% |
| Admin fee / account holder | $1,439 | $15,030-90.4% | $12,989-88.9% | $13,392-89.3% |