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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 | $73,460 | $180,749-59.4% | $160,784-54.3% | $137,256-46.5% |
| Participation rate | 91.7% | 80.0%+11.7pp | 77.0%+14.7pp | 80.0%+11.7pp |
| Annual return | 10.15% | 2234.46%-2224.3pp | 1803.92%-1793.8pp | 220.34%-210.2pp |
| Employer contribution / active EE | $3,488 | $4,155-16.1% | $3,733-6.6% | $4,156-16.1% |
| Participant deferral / active EE | $5,945 | $6,844-13.1% | $6,293-5.5% | $6,407-7.2% |
| Admin fee / account holder | $5,472 | $10,397-47.4% | $9,717-43.7% | $12,270-55.4% |