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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 | $35,284 | $183,539-80.8% | $155,556-77.3% | $145,897-75.8% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 8.16% | 61.31%-53.1pp | 64.84%-56.7pp | 552.29%-544.1pp |
| Employer contribution / active EE | $2,043 | $5,315-61.6% | $4,675-56.3% | $4,663-56.2% |
| Participant deferral / active EE | $5,219 | $6,467-19.3% | $5,631-7.3% | $6,689-22.0% |
| Admin fee / account holder | $1,660 | $19,275-91.4% | $15,885-89.5% | $13,390-87.6% |