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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 | $80,487 | $172,111-53.2% | $150,298-46.4% | $137,256-41.4% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 11.23% | 69.37%-58.1pp | 62.79%-51.6pp | 220.34%-209.1pp |
| Employer contribution / active EE | $3,009 | $4,636-35.1% | $4,154-27.6% | $4,156-27.6% |
| Participant deferral / active EE | $6,580 | $6,166+6.7% | $5,453+20.7% | $6,407+2.7% |
| Admin fee / account holder | $5,132 | $16,471-68.8% | $14,116-63.6% | $12,270-58.2% |