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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 | $74,763 | $156,398-52.2% | $147,318-49.3% | $138,895-46.2% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.6pp | 79.9%+11.7pp |
| Annual return | 8.43% | 78.75%-70.3pp | 70.43%-62.0pp | 145.39%-137.0pp |
| Employer contribution / active EE | $3,788 | $4,853-22.0% | $4,593-17.5% | $4,194-9.7% |
| Participant deferral / active EE | $7,409 | $8,237-10.1% | $7,906-6.3% | $6,396+15.8% |
| Admin fee / account holder | $670 | $14,976-95.5% | $13,708-95.1% | $12,562-94.7% |