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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 | $62,432 | $166,131-62.4% | $164,975-62.2% | $145,877-57.2% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.9pp |
| Annual return | 7.84% | 100.37%-92.5pp | 70.12%-62.3pp | 551.28%-543.4pp |
| Employer contribution / active EE | $2,856 | $5,276-45.9% | $4,343-34.2% | $4,663-38.8% |
| Participant deferral / active EE | $6,104 | $6,962-12.3% | $6,033+1.2% | $6,691-8.8% |
| Admin fee / account holder | $9,235 | $16,648-44.5% | $12,688-27.2% | $13,402-31.1% |