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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 | $100,405 | $183,592-45.3% | $155,574-35.5% | $145,877-31.2% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 7.80% | 61.37%-53.6pp | 64.87%-57.1pp | 551.28%-543.5pp |
| Employer contribution / active EE | $3,497 | $5,317-34.2% | $4,676-25.2% | $4,663-25.0% |
| Participant deferral / active EE | $5,162 | $6,466-20.2% | $5,629-8.3% | $6,691-22.8% |
| Admin fee / account holder | $1,390 | $19,316-92.8% | $15,914-91.3% | $13,402-89.6% |