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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 | $55,526 | $183,539-69.7% | $155,556-64.3% | $145,897-61.9% |
| Participation rate | 76.2% | 82.7%-6.5pp | 78.2%-2.0pp | 80.3%-4.1pp |
| Annual return | 5.08% | 61.31%-56.2pp | 64.84%-59.8pp | 552.29%-547.2pp |
| Employer contribution / active EE | $1,189 | $5,315-77.6% | $4,675-74.6% | $4,663-74.5% |
| Participant deferral / active EE | $2,606 | $6,467-59.7% | $5,631-53.7% | $6,689-61.0% |
| Admin fee / account holder | $4,669 | $19,275-75.8% | $15,885-70.6% | $13,390-65.1% |