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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 | $74,707 | $102,422-27.1% | $147,117-49.2% | $80,959-7.7% |
| Participation rate | 82.1% | 75.9%+6.3pp | 82.2%0pp | 67.7%+14.5pp |
| Annual return | 10.81% | 135.16%-124.3pp | 420.54%-409.7pp | 35.67%-24.9pp |
| Employer contribution / active EE | $2,407 | $3,717-35.3% | $4,932-51.2% | $2,757-12.7% |
| Participant deferral / active EE | $4,126 | $6,652-38.0% | $8,065-48.8% | $4,300-4.1% |
| Admin fee / account holder | $411 | $7,953-94.8% | $12,993-96.8% | $6,925-94.1% |