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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 | $23,900 | $159,934-85.1% | $147,005-83.7% | $145,959-83.6% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 4.36% | 98.24%-93.9pp | 418.76%-414.4pp | 561.95%-557.6pp |
| Employer contribution / active EE | $1,468 | $5,287-72.2% | $4,934-70.3% | $4,661-68.5% |
| Participant deferral / active EE | $5,131 | $8,427-39.1% | $8,070-36.4% | $6,689-23.3% |
| Admin fee / account holder | $2,414 | $15,053-84.0% | $13,006-81.4% | $13,398-82.0% |