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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 | $36,624 | $176,105-79.2% | $159,474-77.0% | $167,536-78.1% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 8.80% | 331.91%-323.1pp | 263.68%-254.9pp | 478.82%-470.0pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $8,890 | $7,751+14.7% | $7,353+20.9% | $6,342+40.2% |
| Admin fee / account holder | $3,019 | $12,559-76.0% | $10,802-72.1% | $12,315-75.5% |