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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 | $76,243 | $162,136-53.0% | $152,301-49.9% | $154,746-50.7% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 7.14% | 91.02%-83.9pp | 80.50%-73.4pp | 172.34%-165.2pp |
| Employer contribution / active EE | $4,537 | $4,890-7.2% | $4,624-1.9% | $4,379+3.6% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $4,600 | $15,759-70.8% | $14,398-68.1% | $14,365-68.0% |