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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 | $63,700 | $172,111-63.0% | $150,298-57.6% | $137,256-53.6% |
| Participation rate | 94.4% | 81.7%+12.7pp | 77.8%+16.7pp | 80.0%+14.5pp |
| Annual return | 11.08% | 69.37%-58.3pp | 62.79%-51.7pp | 220.34%-209.3pp |
| Employer contribution / active EE | $13,371 | $4,636+188.4% | $4,154+221.9% | $4,156+221.7% |
| Participant deferral / active EE | $5,208 | $6,166-15.5% | $5,453-4.5% | $6,407-18.7% |
| Admin fee / account holder | $8,200 | $16,471-50.2% | $14,116-41.9% | $12,270-33.2% |