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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 | $125,623 | $166,020-24.3% | $164,866-23.8% | $145,959-13.9% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.9pp |
| Annual return | 6.77% | 100.08%-93.3pp | 69.97%-63.2pp | 561.95%-555.2pp |
| Employer contribution / active EE | $2,471 | $5,275-53.2% | $4,343-43.1% | $4,661-47.0% |
| Participant deferral / active EE | $5,894 | $6,961-15.3% | $6,033-2.3% | $6,689-11.9% |
| Admin fee / account holder | $704 | $16,644-95.8% | $12,689-94.5% | $13,398-94.7% |