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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 | $81,670 | $157,296-48.1% | $141,191-42.2% | $152,897-46.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 13.96% | 64.34%-50.4pp | 71.41%-57.4pp | 345.43%-331.5pp |
| Employer contribution / active EE | $2,236 | $5,262-57.5% | $4,736-52.8% | $4,764-53.1% |
| Participant deferral / active EE | $9,284 | $7,111+30.6% | $6,710+38.4% | $5,851+58.7% |
| Admin fee / account holder | $86,333 | $12,125+612.0% | $10,264+741.1% | $11,599+644.3% |