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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 | $60,549 | $157,304-61.5% | $141,197-57.1% | $152,909-60.4% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 4.49% | 64.34%-59.9pp | 71.41%-66.9pp | 345.46%-341.0pp |
| Employer contribution / active EE | $2,159 | $5,263-59.0% | $4,736-54.4% | $4,764-54.7% |
| Participant deferral / active EE | $2,994 | $7,111-57.9% | $6,710-55.4% | $5,851-48.8% |
| Admin fee / account holder | $719 | $12,126-94.1% | $10,265-93.0% | $11,601-93.8% |