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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 | $86,325 | $183,988-53.1% | $162,177-46.8% | $152,897-43.5% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.6%-16.1pp | 82.5%-11.0pp |
| Annual return | 10.82% | 150.79%-140.0pp | 115.60%-104.8pp | 345.43%-334.6pp |
| Employer contribution / active EE | $1,747 | $6,370-72.6% | $5,613-68.9% | $4,764-63.3% |
| Participant deferral / active EE | $8,216 | $8,032+2.3% | $7,297+12.6% | $5,851+40.4% |
| Admin fee / account holder | $5,451 | $13,123-58.5% | $10,843-49.7% | $11,599-53.0% |