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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 | $106,835 | $175,259-39.0% | $149,723-28.6% | $139,487-23.4% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 7.63% | 166.82%-159.2pp | 134.50%-126.9pp | 373.84%-366.2pp |
| Employer contribution / active EE | $3,362 | $5,478-38.6% | $4,821-30.3% | $4,755-29.3% |
| Participant deferral / active EE | $6,299 | $6,522-3.4% | $5,682+10.9% | $6,713-6.2% |
| Admin fee / account holder | $1,505 | $16,158-90.7% | $13,215-88.6% | $11,407-86.8% |