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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 | $59,044 | $148,629-60.3% | $135,982-56.6% | $139,487-57.7% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 8.84% | 79.33%-70.5pp | 68.32%-59.5pp | 373.84%-365.0pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,087 | $8,102-49.6% | $7,760-47.3% | $6,713-39.1% |
| Admin fee / account holder | $4,362 | $12,406-64.8% | $10,767-59.5% | $11,407-61.8% |