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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 | $88,802 | $108,911-18.5% | $100,392-11.5% | $145,884-39.1% |
| Participation rate | 87.5% | 83.0%+4.5pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 8.63% | 58.23%-49.6pp | 49.45%-40.8pp | 551.85%-543.2pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,954 | $8,459-29.6% | $8,090-26.4% | $6,690-11.0% |
| Admin fee / account holder | $10,520 | $9,698+8.5% | $7,904+33.1% | $13,392-21.4% |