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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 | $63,321 | $70,366-10.0% | $66,674-5.0% | $138,895-54.4% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.7%+15.2pp | 79.9%+9.0pp |
| Annual return | 12.72% | 386.41%-373.7pp | 321.24%-308.5pp | 145.39%-132.7pp |
| Employer contribution / active EE | $1,458 | $2,765-47.3% | $2,620-44.4% | $4,194-65.2% |
| Participant deferral / active EE | $1,471 | $4,374-66.4% | $4,084-64.0% | $6,396-77.0% |
| Admin fee / account holder | $651 | $5,262-87.6% | $5,098-87.2% | $12,562-94.8% |