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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 | $213,961 | $162,136+32.0% | $152,301+40.5% | $154,746+38.3% |
| Participation rate | 72.7% | 84.1%-11.4pp | 82.4%-9.7pp | 80.7%-8.0pp |
| Annual return | 7.70% | 91.02%-83.3pp | 80.50%-72.8pp | 172.34%-164.6pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,397 | $8,341-23.3% | $8,004-20.1% | $6,730-5.0% |
| Admin fee / account holder | $7,672 | $15,759-51.3% | $14,398-46.7% | $14,365-46.6% |