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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 | $63,453 | $175,231-63.8% | $149,696-57.6% | $139,466-54.5% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 1.97% | 166.77%-164.8pp | 134.46%-132.5pp | 373.66%-371.7pp |
| Employer contribution / active EE | $2,178 | $5,478-60.2% | $4,821-54.8% | $4,754-54.2% |
| Participant deferral / active EE | $6,893 | $6,521+5.7% | $5,682+21.3% | $6,712+2.7% |
| Admin fee / account holder | $1,144 | $16,155-92.9% | $13,212-91.3% | $11,409-90.0% |