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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 | $107,700 | $226,090-52.4% | $182,531-41.0% | $152,885-29.6% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.0%-6.5pp | 82.5%-11.0pp |
| Annual return | 3.02% | 192.57%-189.5pp | 148.57%-145.5pp | 345.39%-342.4pp |
| Employer contribution / active EE | $4,083 | $4,978-18.0% | $4,075+0.2% | $4,763-14.3% |
| Participant deferral / active EE | $5,909 | $6,369-7.2% | $5,525+6.9% | $5,851+1.0% |
| Admin fee / account holder | $816 | $10,705-92.4% | $8,593-90.5% | $11,598-93.0% |