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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 | $71,568 | $160,040-55.3% | $147,096-51.3% | $145,877-50.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 8.97% | 98.49%-89.5pp | 419.75%-410.8pp | 551.28%-542.3pp |
| Employer contribution / active EE | $2,969 | $5,289-43.9% | $4,936-39.8% | $4,663-36.3% |
| Participant deferral / active EE | $7,892 | $8,429-6.4% | $8,071-2.2% | $6,691+18.0% |
| Admin fee / account holder | $341 | $15,050-97.7% | $13,005-97.4% | $13,402-97.5% |