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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 | $49,342 | $157,304-68.6% | $141,197-65.1% | $152,909-67.7% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.5%+8.5pp |
| Annual return | 11.01% | 64.34%-53.3pp | 71.41%-60.4pp | 345.46%-334.5pp |
| Employer contribution / active EE | $1,337 | $5,263-74.6% | $4,736-71.8% | $4,764-71.9% |
| Participant deferral / active EE | $5,072 | $7,111-28.7% | $6,710-24.4% | $5,851-13.3% |
| Admin fee / account holder | $2,849 | $12,126-76.5% | $10,265-72.2% | $11,601-75.4% |