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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 | $71,903 | $129,737-44.6% | $119,126-39.6% | $154,746-53.5% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 9.71% | 379.08%-369.4pp | 282.11%-272.4pp | 172.34%-162.6pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,376 | $5,842-42.2% | $5,318-36.5% | $6,730-49.8% |
| Admin fee / account holder | $8,862 | $11,961-25.9% | $10,693-17.1% | $14,365-38.3% |