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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 | $92,102 | $157,304-41.4% | $141,197-34.8% | $152,909-39.8% |
| Participation rate | 70.0% | 84.8%-14.8pp | 82.5%-12.5pp | 82.5%-12.5pp |
| Annual return | 14.41% | 64.34%-49.9pp | 71.41%-57.0pp | 345.46%-331.1pp |
| Employer contribution / active EE | $1,927 | $5,263-63.4% | $4,736-59.3% | $4,764-59.6% |
| Participant deferral / active EE | $3,905 | $7,111-45.1% | $6,710-41.8% | $5,851-33.3% |
| Admin fee / account holder | $95,803 | $12,126+690.1% | $10,265+833.3% | $11,601+725.8% |