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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 | $89,170 | $159,978-44.3% | $147,041-39.4% | $145,978-38.9% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 7.00% | 98.36%-91.4pp | 419.21%-412.2pp | 550.52%-543.5pp |
| Employer contribution / active EE | $1,760 | $5,288-66.7% | $4,935-64.3% | $4,662-62.2% |
| Participant deferral / active EE | $9,786 | $8,429+16.1% | $8,071+21.3% | $6,690+46.3% |
| Admin fee / account holder | $880 | $15,053-94.2% | $13,006-93.2% | $13,400-93.4% |