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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 | $106,388 | $178,174-40.3% | $156,181-31.9% | $137,256-22.5% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.8%-7.4pp | 80.0%-8.5pp |
| Annual return | 6.05% | 84.19%-78.1pp | 64.87%-58.8pp | 220.34%-214.3pp |
| Employer contribution / active EE | $2,248 | $4,972-54.8% | $4,294-47.6% | $4,156-45.9% |
| Participant deferral / active EE | $11,428 | $6,888+65.9% | $6,132+86.4% | $6,407+78.4% |
| Admin fee / account holder | $1,138 | $17,404-93.5% | $14,586-92.2% | $12,270-90.7% |