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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 | $73,528 | $160,070-54.1% | $147,117-50.0% | $145,897-49.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 9.52% | 98.69%-89.2pp | 420.54%-411.0pp | 552.29%-542.8pp |
| Employer contribution / active EE | $1,208 | $5,285-77.1% | $4,932-75.5% | $4,663-74.1% |
| Participant deferral / active EE | $7,078 | $8,419-15.9% | $8,065-12.2% | $6,689+5.8% |
| Admin fee / account holder | $12,641 | $15,035-15.9% | $12,993-2.7% | $13,390-5.6% |