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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 | $114,259 | $172,111-33.6% | $150,298-24.0% | $137,256-16.8% |
| Participation rate | 72.2% | 81.7%-9.5pp | 77.8%-5.5pp | 80.0%-7.7pp |
| Annual return | 10.59% | 69.37%-58.8pp | 62.79%-52.2pp | 220.34%-209.8pp |
| Employer contribution / active EE | $3,185 | $4,636-31.3% | $4,154-23.3% | $4,156-23.4% |
| Participant deferral / active EE | $6,141 | $6,166-0.4% | $5,453+12.6% | $6,407-4.1% |
| Admin fee / account holder | $1,403 | $16,471-91.5% | $14,116-90.1% | $12,270-88.6% |