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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 | $92,592 | $159,934-42.1% | $147,005-37.0% | $145,959-36.6% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.6pp |
| Annual return | 7.27% | 98.24%-91.0pp | 418.76%-411.5pp | 561.95%-554.7pp |
| Employer contribution / active EE | $2,684 | $5,287-49.2% | $4,934-45.6% | $4,661-42.4% |
| Participant deferral / active EE | $7,310 | $8,427-13.3% | $8,070-9.4% | $6,689+9.3% |
| Admin fee / account holder | $5,701 | $15,053-62.1% | $13,006-56.2% | $13,398-57.4% |