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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 | $59,025 | $88,754-33.5% | $81,820-27.9% | $145,877-59.5% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 8.86% | 1031.77%-1022.9pp | 777.93%-769.1pp | 551.28%-542.4pp |
| Employer contribution / active EE | $766 | $3,085-75.2% | $2,915-73.7% | $4,663-83.6% |
| Participant deferral / active EE | $7,013 | $4,648+50.9% | $4,323+62.2% | $6,691+4.8% |
| Admin fee / account holder | $2,494 | $8,424-70.4% | $7,391-66.2% | $13,402-81.4% |