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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 | $84,325 | $185,883-54.6% | $170,043-50.4% | $139,466-39.5% |
| Participation rate | 90.9% | 87.8%+3.1pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 10.65% | 60.54%-49.9pp | 53.40%-42.7pp | 373.66%-363.0pp |
| Employer contribution / active EE | $3,039 | $7,596-60.0% | $6,790-55.2% | $4,754-36.1% |
| Participant deferral / active EE | $11,604 | $11,626-0.2% | $10,410+11.5% | $6,712+72.9% |
| Admin fee / account holder | $3,348 | $15,393-78.3% | $12,824-73.9% | $11,409-70.7% |