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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 | $54,670 | $159,934-65.8% | $147,005-62.8% | $145,959-62.5% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 4.84% | 98.24%-93.4pp | 418.76%-413.9pp | 561.95%-557.1pp |
| Employer contribution / active EE | $1,242 | $5,287-76.5% | $4,934-74.8% | $4,661-73.3% |
| Participant deferral / active EE | $4,898 | $8,427-41.9% | $8,070-39.3% | $6,689-26.8% |
| Admin fee / account holder | $5,185 | $15,053-65.6% | $13,006-60.1% | $13,398-61.3% |