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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 | $89,356 | $202,345-55.8% | $172,755-48.3% | $152,885-41.6% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.5%-4.7pp |
| Annual return | 4.04% | 1029.77%-1025.7pp | 802.94%-798.9pp | 345.39%-341.3pp |
| Employer contribution / active EE | $3,973 | $5,858-32.2% | $5,144-22.8% | $4,763-16.6% |
| Participant deferral / active EE | $4,381 | $5,948-26.3% | $5,198-15.7% | $5,851-25.1% |
| Admin fee / account holder | $351 | $17,111-97.9% | $13,955-97.5% | $11,598-97.0% |