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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 | $74,786 | $148,623-49.7% | $135,974-45.0% | $139,466-46.4% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 9.50% | 79.30%-69.8pp | 68.30%-58.8pp | 373.66%-364.2pp |
| Employer contribution / active EE | $3,560 | $5,246-32.1% | $4,859-26.7% | $4,754-25.1% |
| Participant deferral / active EE | $5,720 | $8,103-29.4% | $7,760-26.3% | $6,712-14.8% |
| Admin fee / account holder | $1,240 | $12,406-90.0% | $10,767-88.5% | $11,409-89.1% |