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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 | $151,588 | $181,062-16.3% | $158,223-4.2% | $155,188-2.3% |
| Participation rate | 72.7% | 82.7%-9.9pp | 79.2%-6.5pp | 80.8%-8.1pp |
| Annual return | 3.89% | 57.39%-53.5pp | 52.09%-48.2pp | 148.84%-144.9pp |
| Employer contribution / active EE | $2,455 | $4,565-46.2% | $4,109-40.3% | $4,248-42.2% |
| Participant deferral / active EE | $7,492 | $6,134+22.1% | $5,467+37.1% | $6,531+14.7% |
| Admin fee / account holder | $2,421 | $18,825-87.1% | $16,047-84.9% | $14,480-83.3% |