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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 | $90,394 | $183,592-50.8% | $155,567-41.9% | $145,959-38.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 7.76% | 61.24%-53.5pp | 64.74%-57.0pp | 561.95%-554.2pp |
| Employer contribution / active EE | $3,700 | $5,315-30.4% | $4,674-20.8% | $4,661-20.6% |
| Participant deferral / active EE | $11,500 | $6,464+77.9% | $5,628+104.3% | $6,689+71.9% |
| Admin fee / account holder | $867 | $19,318-95.5% | $15,916-94.6% | $13,398-93.5% |