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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 | $64,762 | $169,237-61.7% | $129,339-49.9% | $145,978-55.6% |
| Participation rate | 76.5% | 76.5%0pp | 69.6%+6.8pp | 80.3%-3.8pp |
| Annual return | 7.23% | 14364.43%-14357.2pp | 9437.05%-9429.8pp | 550.52%-543.3pp |
| Employer contribution / active EE | $691 | $5,540-87.5% | $4,154-83.4% | $4,662-85.2% |
| Participant deferral / active EE | $4,227 | $4,991-15.3% | $4,170+1.4% | $6,690-36.8% |
| Admin fee / account holder | $1,773 | $9,882-82.1% | $7,668-76.9% | $13,400-86.8% |