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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 | $78,994 | $81,208-2.7% | $98,920-20.1% | $79,856-1.1% |
| Participation rate | 76.0% | 72.5%+3.5pp | 76.0%0pp | 69.6%+6.4pp |
| Annual return | 6.40% | 60.99%-54.6pp | 196.47%-190.1pp | 31.71%-25.3pp |
| Employer contribution / active EE | $1,479 | $1,960-24.6% | $2,689-45.0% | $2,471-40.2% |
| Participant deferral / active EE | $2,910 | $3,265-10.9% | $4,245-31.5% | $3,741-22.2% |
| Admin fee / account holder | $1,288 | $6,013-78.6% | $6,643-80.6% | $5,306-75.7% |