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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 | $88,790 | $172,111-48.4% | $150,298-40.9% | $137,256-35.3% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 8.31% | 69.37%-61.1pp | 62.79%-54.5pp | 220.34%-212.0pp |
| Employer contribution / active EE | $21,448 | $4,636+362.6% | $4,154+416.3% | $4,156+416.1% |
| Participant deferral / active EE | $2,810 | $6,166-54.4% | $5,453-48.5% | $6,407-56.1% |
| Admin fee / account holder | $608 | $16,471-96.3% | $14,116-95.7% | $12,270-95.0% |