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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 | $32,274 | $172,111-81.2% | $150,298-78.5% | $137,256-76.5% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 8.67% | 69.37%-60.7pp | 62.79%-54.1pp | 220.34%-211.7pp |
| Employer contribution / active EE | $913 | $4,636-80.3% | $4,154-78.0% | $4,156-78.0% |
| Participant deferral / active EE | $5,074 | $6,166-17.7% | $5,453-6.9% | $6,407-20.8% |
| Admin fee / account holder | $6,603 | $16,471-59.9% | $14,116-53.2% | $12,270-46.2% |