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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 | $93,206 | $154,228-39.6% | $145,433-35.9% | $137,256-32.1% |
| Participation rate | 84.6% | 83.8%+0.8pp | 82.1%+2.5pp | 80.0%+4.7pp |
| Annual return | 11.81% | 74.59%-62.8pp | 66.58%-54.8pp | 220.34%-208.5pp |
| Employer contribution / active EE | $3,358 | $4,804-30.1% | $4,554-26.3% | $4,156-19.2% |
| Participant deferral / active EE | $5,712 | $8,216-30.5% | $7,897-27.7% | $6,407-10.8% |
| Admin fee / account holder | $4,163 | $14,344-71.0% | $13,129-68.3% | $12,270-66.1% |