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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 | $108,897-32.0% | $100,378-26.3% | $145,877-49.3% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 8.27% | 58.17%-49.9pp | 49.41%-41.1pp | 551.28%-543.0pp |
| Employer contribution / active EE | $2,137 | $4,420-51.7% | $3,942-45.8% | $4,663-54.2% |
| Participant deferral / active EE | $8,455 | $8,4550% | $8,087+4.5% | $6,691+26.4% |
| Admin fee / account holder | $425 | $9,690-95.6% | $7,899-94.6% | $13,402-96.8% |