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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 | $80,864 | $183,539-55.9% | $155,556-48.0% | $145,897-44.6% |
| Participation rate | 95.2% | 82.7%+12.5pp | 78.2%+17.0pp | 80.3%+14.9pp |
| Annual return | 7.76% | 61.31%-53.5pp | 64.84%-57.1pp | 552.29%-544.5pp |
| Employer contribution / active EE | $5,520 | $5,315+3.9% | $4,675+18.1% | $4,663+18.4% |
| Participant deferral / active EE | $7,610 | $6,467+17.7% | $5,631+35.2% | $6,689+13.8% |
| Admin fee / account holder | $1,555 | $19,275-91.9% | $15,885-90.2% | $13,390-88.4% |