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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 | $88,758 | $156,398-43.2% | $147,318-39.8% | $138,895-36.1% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 79.9%+9.0pp |
| Annual return | 11.44% | 78.75%-67.3pp | 70.43%-59.0pp | 145.39%-134.0pp |
| Employer contribution / active EE | $5,471 | $4,853+12.7% | $4,593+19.1% | $4,194+30.4% |
| Participant deferral / active EE | $4,263 | $8,237-48.2% | $7,906-46.1% | $6,396-33.3% |
| Admin fee / account holder | $46,147 | $14,976+208.1% | $13,708+236.7% | $12,562+267.4% |