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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 | $88,079 | $154,228-42.9% | $145,433-39.4% | $137,256-35.8% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 9.43% | 74.59%-65.2pp | 66.58%-57.1pp | 220.34%-210.9pp |
| Employer contribution / active EE | $2,308 | $4,804-52.0% | $4,554-49.3% | $4,156-44.5% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $82,931 | $14,344+478.2% | $13,129+531.7% | $12,270+575.9% |