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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 | $100,234 | $148,558-32.5% | $135,925-26.3% | $139,427-28.1% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 11.64% | 79.22%-67.6pp | 68.25%-56.6pp | 373.27%-361.6pp |
| Employer contribution / active EE | $3,443 | $5,244-34.4% | $4,857-29.1% | $4,752-27.5% |
| Participant deferral / active EE | $5,721 | $8,101-29.4% | $7,759-26.3% | $6,711-14.7% |
| Admin fee / account holder | $26,268 | $12,401+111.8% | $10,764+144.0% | $11,404+130.3% |