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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 | $107,649 | $172,111-37.5% | $150,298-28.4% | $137,256-21.6% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 2.42% | 69.37%-67.0pp | 62.79%-60.4pp | 220.34%-217.9pp |
| Employer contribution / active EE | $17,457 | $4,636+276.5% | $4,154+320.2% | $4,156+320.0% |
| Participant deferral / active EE | $2,749 | $6,166-55.4% | $5,453-49.6% | $6,407-57.1% |
| Admin fee / account holder | $3,714 | $16,471-77.5% | $14,116-73.7% | $12,270-69.7% |