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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 | $135,960 | $148,623-8.5% | $135,9740% | $139,466-2.5% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 11.03% | 79.30%-68.3pp | 68.30%-57.3pp | 373.66%-362.6pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,850 | $8,103-15.5% | $7,760-11.7% | $6,712+2.1% |
| Admin fee / account holder | $1,377 | $12,406-88.9% | $10,767-87.2% | $11,409-87.9% |