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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 | $106,302 | $172,111-38.2% | $150,298-29.3% | $137,256-22.6% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 11.20% | 69.37%-58.2pp | 62.79%-51.6pp | 220.34%-209.1pp |
| Employer contribution / active EE | $2,953 | $4,636-36.3% | $4,154-28.9% | $4,156-29.0% |
| Participant deferral / active EE | $13,887 | $6,166+125.2% | $5,453+154.7% | $6,407+116.7% |
| Admin fee / account holder | $939 | $16,471-94.3% | $14,116-93.3% | $12,270-92.3% |