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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 | $113,425 | $178,174-36.3% | $156,181-27.4% | $137,256-17.4% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 2.99% | 84.19%-81.2pp | 64.87%-61.9pp | 220.34%-217.4pp |
| Employer contribution / active EE | $3,506 | $4,972-29.5% | $4,294-18.4% | $4,156-15.6% |
| Participant deferral / active EE | $6,815 | $6,888-1.1% | $6,132+11.1% | $6,407+6.4% |
| Admin fee / account holder | $2,542 | $17,404-85.4% | $14,586-82.6% | $12,270-79.3% |