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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 | $64,595 | $202,342-68.1% | $172,753-62.6% | $152,909-57.8% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 10.55% | 1029.88%-1019.3pp | 803.00%-792.4pp | 345.46%-334.9pp |
| Employer contribution / active EE | $2,024 | $5,857-65.4% | $5,144-60.6% | $4,764-57.5% |
| Participant deferral / active EE | $2,473 | $5,948-58.4% | $5,198-52.4% | $5,851-57.7% |
| Admin fee / account holder | $438 | $17,112-97.4% | $13,956-96.9% | $11,601-96.2% |