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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 | $120,567 | $172,111-29.9% | $150,298-19.8% | $137,256-12.2% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 11.03% | 69.37%-58.3pp | 62.79%-51.8pp | 220.34%-209.3pp |
| Employer contribution / active EE | $2,703 | $4,636-41.7% | $4,154-34.9% | $4,156-35.0% |
| Participant deferral / active EE | $8,080 | $6,166+31.1% | $5,453+48.2% | $6,407+26.1% |
| Admin fee / account holder | $21,449 | $16,471+30.2% | $14,116+52.0% | $12,270+74.8% |