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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 | $80,870 | $176,120-54.1% | $159,487-49.3% | $167,553-51.7% |
| Participation rate | 77.8% | 85.0%-7.2pp | 82.8%-5.1pp | 82.1%-4.3pp |
| Annual return | 8.70% | 331.95%-323.2pp | 263.71%-255.0pp | 478.89%-470.2pp |
| Employer contribution / active EE | $1,752 | $5,299-66.9% | $4,831-63.7% | $4,840-63.8% |
| Participant deferral / active EE | $5,731 | $7,752-26.1% | $7,354-22.1% | $6,343-9.6% |
| Admin fee / account holder | $2,739 | $12,561-78.2% | $10,804-74.6% | $12,316-77.8% |