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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 | $107,584 | $174,379-38.3% | $152,093-29.3% | $138,895-22.5% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 6.29% | 74.86%-68.6pp | 66.36%-60.1pp | 145.39%-139.1pp |
| Employer contribution / active EE | $1,225 | $4,652-73.7% | $4,175-70.7% | $4,194-70.8% |
| Participant deferral / active EE | $4,695 | $6,159-23.8% | $5,451-13.9% | $6,396-26.6% |
| Admin fee / account holder | $128,891 | $16,880+663.6% | $14,497+789.1% | $12,562+926.0% |