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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 | $116,424 | $175,231-33.6% | $149,696-22.2% | $139,466-16.5% |
| Participation rate | 94.1% | 83.4%+10.7pp | 78.8%+15.3pp | 80.3%+13.8pp |
| Annual return | 6.11% | 166.77%-160.7pp | 134.46%-128.3pp | 373.66%-367.6pp |
| Employer contribution / active EE | $1,613 | $5,478-70.6% | $4,821-66.5% | $4,754-66.1% |
| Participant deferral / active EE | $9,831 | $6,521+50.8% | $5,682+73.0% | $6,712+46.5% |
| Admin fee / account holder | $873 | $16,155-94.6% | $13,212-93.4% | $11,409-92.3% |