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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 | $127,246 | $148,623-14.4% | $135,974-6.4% | $139,466-8.8% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 9.36% | 79.30%-69.9pp | 68.30%-58.9pp | 373.66%-364.3pp |
| Employer contribution / active EE | $3,035 | $5,246-42.2% | $4,859-37.5% | $4,754-36.2% |
| Participant deferral / active EE | $8,356 | $8,103+3.1% | $7,760+7.7% | $6,712+24.5% |
| Admin fee / account holder | $6,169 | $12,406-50.3% | $10,767-42.7% | $11,409-45.9% |