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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 | $48,527 | $150,447-67.7% | $136,298-64.4% | $147,586-67.1% |
| Participation rate | 81.3% | 84.4%-3.2pp | 81.9%-0.7pp | 82.8%-1.6pp |
| Annual return | 7.53% | 1049.15%-1041.6pp | 5156.27%-5148.7pp | 578.59%-571.1pp |
| Employer contribution / active EE | $1,710 | $5,256-67.5% | $4,696-63.6% | $4,876-64.9% |
| Participant deferral / active EE | $5,207 | $6,631-21.5% | $6,247-16.6% | $5,439-4.3% |
| Admin fee / account holder | $7,821 | $10,906-28.3% | $9,244-15.4% | $10,886-28.2% |