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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 | $88,930 | $157,296-43.5% | $141,191-37.0% | $152,897-41.8% |
| Participation rate | 90.5% | 84.8%+5.7pp | 82.5%+8.0pp | 82.5%+8.0pp |
| Annual return | 10.77% | 64.34%-53.6pp | 71.41%-60.6pp | 345.43%-334.7pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,799 | $7,111-32.5% | $6,710-28.5% | $5,851-18.0% |
| Admin fee / account holder | $6,667 | $12,125-45.0% | $10,264-35.0% | $11,599-42.5% |