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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 | $84,186 | $157,276-46.5% | $141,177-40.4% | $152,885-44.9% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 14.28% | 64.33%-50.1pp | 71.40%-57.1pp | 345.39%-331.1pp |
| Employer contribution / active EE | $3,149 | $5,262-40.1% | $4,736-33.5% | $4,763-33.9% |
| Participant deferral / active EE | $4,207 | $7,110-40.8% | $6,710-37.3% | $5,851-28.1% |
| Admin fee / account holder | $3,298 | $12,123-72.8% | $10,263-67.9% | $11,598-71.6% |