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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 | $162,358 | $202,342-19.8% | $172,752-6.0% | $152,897+6.2% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 6.43% | 1029.83%-1023.4pp | 802.97%-796.5pp | 345.43%-339.0pp |
| Employer contribution / active EE | $1,375 | $5,858-76.5% | $5,144-73.3% | $4,764-71.1% |
| Participant deferral / active EE | $2,798 | $5,948-53.0% | $5,198-46.2% | $5,851-52.2% |
| Admin fee / account holder | $3,383 | $17,111-80.2% | $13,955-75.8% | $11,599-70.8% |