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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 | $52,676 | $178,174-70.4% | $156,181-66.3% | $137,256-61.6% |
| Participation rate | 77.8% | 82.0%-4.3pp | 78.8%-1.1pp | 80.0%-2.2pp |
| Annual return | 5.11% | 84.19%-79.1pp | 64.87%-59.8pp | 220.34%-215.2pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,176 | $6,888-39.4% | $6,132-31.9% | $6,407-34.8% |
| Admin fee / account holder | $2,446 | $17,404-85.9% | $14,586-83.2% | $12,270-80.1% |