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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 | $127,849 | $172,111-25.7% | $150,298-14.9% | $137,256-6.9% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 8.74% | 69.37%-60.6pp | 62.79%-54.0pp | 220.34%-211.6pp |
| Employer contribution / active EE | $2,077 | $4,636-55.2% | $4,154-50.0% | $4,156-50.0% |
| Participant deferral / active EE | $15,858 | $6,166+157.2% | $5,453+190.8% | $6,407+147.5% |
| Admin fee / account holder | $2,343 | $16,471-85.8% | $14,116-83.4% | $12,270-80.9% |