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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 | $51,450 | $157,296-67.3% | $141,191-63.6% | $152,897-66.3% |
| Participation rate | 81.3% | 84.8%-3.6pp | 82.5%-1.2pp | 82.5%-1.2pp |
| Annual return | 13.44% | 64.34%-50.9pp | 71.41%-58.0pp | 345.43%-332.0pp |
| Employer contribution / active EE | $1,254 | $5,262-76.2% | $4,736-73.5% | $4,764-73.7% |
| Participant deferral / active EE | $8,775 | $7,111+23.4% | $6,710+30.8% | $5,851+50.0% |
| Admin fee / account holder | $4,149 | $12,125-65.8% | $10,264-59.6% | $11,599-64.2% |