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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 | $52,246 | $172,111-69.6% | $150,298-65.2% | $137,256-61.9% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 10.66% | 69.37%-58.7pp | 62.79%-52.1pp | 220.34%-209.7pp |
| Employer contribution / active EE | $1,505 | $4,636-67.5% | $4,154-63.8% | $4,156-63.8% |
| Participant deferral / active EE | $2,897 | $6,166-53.0% | $5,453-46.9% | $6,407-54.8% |
| Admin fee / account holder | $8,063 | $16,471-51.0% | $14,116-42.9% | $12,270-34.3% |