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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 | $123,233 | $183,592-32.9% | $155,574-20.8% | $145,877-15.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 5.73% | 61.37%-55.6pp | 64.87%-59.1pp | 551.28%-545.6pp |
| Employer contribution / active EE | $1,684 | $5,317-68.3% | $4,676-64.0% | $4,663-63.9% |
| Participant deferral / active EE | $9,994 | $6,466+54.6% | $5,629+77.5% | $6,691+49.4% |
| Admin fee / account holder | $3,448 | $19,316-82.1% | $15,914-78.3% | $13,402-74.3% |