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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 | $83,609 | $132,634-37.0% | $115,768-27.8% | $137,256-39.1% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.4%+14.5pp | 80.0%+8.9pp |
| Annual return | 7.50% | 160.70%-153.2pp | 100.46%-93.0pp | 220.34%-212.8pp |
| Employer contribution / active EE | $1,881 | $3,360-44.0% | $2,940-36.0% | $4,156-54.7% |
| Participant deferral / active EE | $3,157 | $5,619-43.8% | $4,917-35.8% | $6,407-50.7% |
| Admin fee / account holder | $8,529 | $15,028-43.2% | $12,439-31.4% | $12,270-30.5% |