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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 | $89,208 | $165,399-46.1% | $149,745-40.4% | $158,982-43.9% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.1pp | 82.0%-10.5pp |
| Annual return | 7.32% | 348.34%-341.0pp | 276.72%-269.4pp | 302.99%-295.7pp |
| Employer contribution / active EE | $1,754 | $5,105-65.6% | $4,646-62.2% | $4,763-63.2% |
| Participant deferral / active EE | $4,768 | $7,183-33.6% | $6,843-30.3% | $5,983-20.3% |
| Admin fee / account holder | $5,253 | $10,811-51.4% | $9,312-43.6% | $11,252-53.3% |