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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 | $73,015 | $209,336-65.1% | $197,124-63.0% | $137,256-46.8% |
| Participation rate | 77.8% | 87.3%-9.5pp | 86.7%-8.9pp | 80.0%-2.2pp |
| Annual return | 10.50% | 48.09%-37.6pp | 44.34%-33.8pp | 220.34%-209.8pp |
| Employer contribution / active EE | $3,644 | $6,591-44.7% | $6,227-41.5% | $4,156-12.3% |
| Participant deferral / active EE | $9,768 | $9,614+1.6% | $9,135+6.9% | $6,407+52.5% |
| Admin fee / account holder | $1,453 | $17,308-91.6% | $16,298-91.1% | $12,270-88.2% |