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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 | $90,091 | $72,071+25.0% | $68,368+31.8% | $137,256-34.4% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 12.43% | 353.14%-340.7pp | 292.57%-280.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,304 | $2,788-53.2% | $2,649-50.8% | $4,156-68.6% |
| Participant deferral / active EE | $6,767 | $4,410+53.5% | $4,123+64.1% | $6,407+5.6% |
| Admin fee / account holder | $3,330 | $5,336-37.6% | $5,150-35.3% | $12,270-72.9% |