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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 | $80,979 | $102,385-20.9% | $147,080-44.9% | $80,935+0.1% |
| Participation rate | 82.8% | 75.9%+6.9pp | 82.2%+0.6pp | 67.7%+15.1pp |
| Annual return | 9.71% | 135.09%-125.4pp | 420.17%-410.5pp | 35.66%-25.9pp |
| Employer contribution / active EE | $3,204 | $3,717-13.8% | $4,933-35.1% | $2,757+16.2% |
| Participant deferral / active EE | $13,366 | $6,651+101.0% | $8,066+65.7% | $4,299+210.9% |
| Admin fee / account holder | $11,472 | $7,951+44.3% | $12,989-11.7% | $6,924+65.7% |