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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 | $92,973 | $166,242-44.1% | $165,071-43.7% | $145,884-36.3% |
| Participation rate | 82.6% | 82.0%+0.6pp | 78.6%+4.0pp | 80.3%+2.3pp |
| Annual return | 7.77% | 100.44%-92.7pp | 70.17%-62.4pp | 551.85%-544.1pp |
| Employer contribution / active EE | $1,328 | $5,283-74.9% | $4,347-69.5% | $4,662-71.5% |
| Participant deferral / active EE | $5,645 | $6,964-18.9% | $6,035-6.5% | $6,690-15.6% |
| Admin fee / account holder | $1,786 | $16,658-89.3% | $12,695-85.9% | $13,392-86.7% |