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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 | $132,371 | $183,627-27.9% | $155,602-14.9% | $145,978-9.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 7.62% | 61.32%-53.7pp | 64.81%-57.2pp | 550.52%-542.9pp |
| Employer contribution / active EE | $5,525 | $5,316+3.9% | $4,675+18.2% | $4,662+18.5% |
| Participant deferral / active EE | $9,345 | $6,466+44.5% | $5,629+66.0% | $6,690+39.7% |
| Admin fee / account holder | $9,640 | $19,327-50.1% | $15,923-39.5% | $13,400-28.1% |