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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 | $90,230 | $160,070-43.6% | $147,117-38.7% | $145,897-38.2% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 6.78% | 98.69%-91.9pp | 420.54%-413.8pp | 552.29%-545.5pp |
| Employer contribution / active EE | $1,803 | $5,285-65.9% | $4,932-63.4% | $4,663-61.3% |
| Participant deferral / active EE | $4,991 | $8,419-40.7% | $8,065-38.1% | $6,689-25.4% |
| Admin fee / account holder | $1,681 | $15,035-88.8% | $12,993-87.1% | $13,390-87.4% |