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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 | $80,072 | $148,629-46.1% | $135,982-41.1% | $139,487-42.6% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 10.07% | 79.33%-69.3pp | 68.32%-58.3pp | 373.84%-363.8pp |
| Employer contribution / active EE | $1,933 | $5,247-63.2% | $4,859-60.2% | $4,755-59.4% |
| Participant deferral / active EE | $6,858 | $8,102-15.4% | $7,760-11.6% | $6,713+2.2% |
| Admin fee / account holder | $18,539 | $12,406+49.4% | $10,767+72.2% | $11,407+62.5% |