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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 | $83,387 | $165,381-49.6% | $149,730-44.3% | $158,966-47.5% |
| Participation rate | 73.3% | 84.6%-11.2pp | 82.5%-9.1pp | 82.0%-8.6pp |
| Annual return | 4.83% | 348.29%-343.5pp | 276.70%-271.9pp | 302.95%-298.1pp |
| Employer contribution / active EE | $2,039 | $5,104-60.1% | $4,645-56.1% | $4,762-57.2% |
| Participant deferral / active EE | $4,659 | $7,182-35.1% | $6,843-31.9% | $5,983-22.1% |
| Admin fee / account holder | $347 | $10,809-96.8% | $9,310-96.3% | $11,250-96.9% |