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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 | $74,015 | $108,942-32.1% | $100,415-26.3% | $145,897-49.3% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 8.27% | 58.27%-50.0pp | 49.47%-41.2pp | 552.29%-544.0pp |
| Employer contribution / active EE | $2,137 | $4,422-51.7% | $3,943-45.8% | $4,663-54.2% |
| Participant deferral / active EE | $8,455 | $8,461-0.1% | $8,091+4.5% | $6,689+26.4% |
| Admin fee / account holder | $425 | $9,702-95.6% | $7,906-94.6% | $13,390-96.8% |